CIBC Private Wealth Group
IBKC

CIBC Private Wealth Group’s IBERIABANK Corp IBKC Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-140
Closed -$11K – 1896
2018
Q2 		$11K Hold
140
– – ﹤0.01% 1552
2018
Q1 		$11K Hold
140
– – ﹤0.01% 1520
2017
Q4 		$11K Buy
+140
New +$10.8K ﹤0.01% 1534

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC Private Wealth Group's IBKC Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of IBERIABANK Corp (IBKC) in Q3 2018, closing a stake of 140 shares — an estimated $11K sold.

CIBC Private Wealth Group first reported a position in IBKC in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 262 funds tracked by Wall St. Rank hold IBKC as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining IBERIABANK Corp position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 140 IBERIABANK Corp shares in Q3 2018, an estimated $11K.
  • CIBC Private Wealth Group first reported a position in IBERIABANK Corp in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's IBERIABANK Corp position peaked at $11K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.