Cobblestone Capital Advisors’s IBERIABANK Corp IBKC Stock Holding History

Cobblestone Capital 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 Q1	–	Sell	-4,000	Closed	-$299K	–	283
2019 Q4	$299K	Hold	4,000	–	–	0.03%	210
2019 Q3	$302K	Sell	4,000 -1,000	-20%	-$73.7K	0.03%	197
2019 Q2	$379K	Sell	5,000 -500	-9%	-$38K	0.03%	179
2019 Q1	$394K	Hold	5,500	–	–	0.04%	169
2018 Q4	$354K	Hold	5,500	–	–	0.04%	175
2018 Q3	$447K	Hold	5,500	–	–	0.04%	163
2018 Q2	$417K	Hold	5,500	–	–	0.04%	165
2018 Q1	$429K	Hold	5,500	–	–	0.04%	167
2017 Q4	$426K	Hold	5,500	–	–	0.04%	170
2017 Q3	$452K	Hold	5,500	–	–	0.06%	136
2017 Q2	$448K	Hold	5,500	–	–	0.06%	131
2017 Q1	$435K	Hold	5,500	–	–	0.06%	134
2016 Q4	$461K	Sell	5,500 -1,003	-15%	-$76.8K	0.06%	130
2016 Q3	$436K	Hold	6,503	–	–	0.06%	133
2016 Q2	$388K	Buy	+6,503	New	+$378K	0.06%	141

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Cobblestone Capital Advisors's IBKC Position: Q1 2020 in Review

Cobblestone Capital Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 4,000 shares — an estimated $299K sold.

Cobblestone Capital Advisors first reported a position in IBKC in Q2 2016 and held it in 15 quarters. The position peaked at $461K in Q4 2016. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Cobblestone Capital Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Cobblestone Capital Advisors sold 4,000 IBERIABANK Corp shares in Q1 2020, an estimated $299K.
Cobblestone Capital Advisors first reported a position in IBERIABANK Corp in Q2 2016 and held it in 15 quarters.
Cobblestone Capital Advisors's IBERIABANK Corp position peaked at $461K in Q4 2016.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Cobblestone Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.