CIM
IBKC

CIM Investment Management’s IBERIABANK Corp IBKC Stock Holding History

CIM Investment Management’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
Q4 		– Sell
-3,173
Closed -$240K – 327
2019
Q3 		$240K Hold
3,173
– – 0.09% 281
2019
Q2 		$241K Sell
3,173
-70
-2% -$5.32K 0.09% 279
2019
Q1 		$233K Sell
3,243
-28
-0.9% -$2.08K 0.09% 286
2018
Q4 		$210K Hold
3,271
– – 0.09% 280
2018
Q3 		$266K Hold
3,271
– – 0.09% 288
2018
Q2 		$248K Hold
3,271
– – 0.09% 306
2018
Q1 		$255K Buy
+3,271
New +$268K 0.09% 285

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

CIM Investment Management's IBKC Position: Q4 2019 in Review

CIM Investment Management sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 3,173 shares — an estimated $240K sold.

CIM Investment Management first reported a position in IBKC in Q1 2018 and held it in 7 quarters. The position peaked at $266K in Q3 2018. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • CIM Investment Management reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • CIM Investment Management sold 3,173 IBERIABANK Corp shares in Q4 2019, an estimated $240K.
  • CIM Investment Management first reported a position in IBERIABANK Corp in Q1 2018 and held it in 7 quarters.
  • CIM Investment Management's IBERIABANK Corp position peaked at $266K in Q3 2018.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on CIM Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.