Capstone Investment Advisors
IBKC

Capstone Investment Advisors’s IBERIABANK Corp IBKC Stock Holding History

Capstone Investment Advisors’s Portfolio IBKC Stock Details IBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-91,202
Closed -$3.3M – 1387
2020
Q1 		$3.3M Buy
91,202
+40,178
+79% +$2.5M 0.05% 383
2019
Q4 		$3.82M Buy
+51,024
New +$3.79M 0.02% 657
2017
Q3 		– Sell
-15,950
Closed -$1.3M – 810
2017
Q2 		$1.3M Buy
+15,950
New +$1.27M 0.04% 297

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Capstone Investment Advisors's IBKC Position: Q2 2020 in Review

Capstone Investment Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 91,202 shares — an estimated $3.3M sold.

Capstone Investment Advisors first reported a position in IBKC in Q2 2017 and held it in 3 quarters. The position peaked at $3.82M in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Capstone Investment Advisors reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Capstone Investment Advisors sold 91,202 IBERIABANK Corp shares in Q2 2020, an estimated $3.3M.
  • Capstone Investment Advisors first reported a position in IBERIABANK Corp in Q2 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's IBERIABANK Corp position peaked at $3.82M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Capstone Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.