Certified Advisory Corp’s IBERIABANK Corp IBKC Stock Holding History

Certified Advisory Corp’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
2019 Q1	–	Sell	-76	Closed	-$5K	–	788
2018 Q4	$5K	Buy	+76	New	+$5.58K	﹤0.01%	639

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Certified Advisory Corp's IBKC Position: Q1 2019 in Review

Certified Advisory Corp sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 76 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in IBKC in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

Certified Advisory Corp reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
Certified Advisory Corp sold 76 IBERIABANK Corp shares in Q1 2019, an estimated $5K.
Certified Advisory Corp first reported a position in IBERIABANK Corp in Q4 2018 and held it in 1 quarter.
Certified Advisory Corp's IBERIABANK Corp position peaked at $5K in Q4 2018.
266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on Certified Advisory Corp's 13F filing for Q1 2019, filed 7 May 2019.