Commonwealth Equity Services
IBKC

Commonwealth Equity Services’s IBERIABANK Corp IBKC Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-2,588
Closed -$201K – 2806
2017
Q4 		$201K Buy
+2,588
New +$199K ﹤0.01% 2371

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services's IBKC Position: Q1 2018 in Review

Commonwealth Equity Services sold out of IBERIABANK Corp (IBKC) in Q1 2018, closing a stake of 2,588 shares — an estimated $201K sold.

Commonwealth Equity Services first reported a position in IBKC in Q4 2017 and held it in 1 quarter. The position peaked at $201K in Q4 2017. 257 funds tracked by Wall St. Rank hold IBKC as of Q1 2018.

  • Commonwealth Equity Services reported no remaining IBERIABANK Corp position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,588 IBERIABANK Corp shares in Q1 2018, an estimated $201K.
  • Commonwealth Equity Services first reported a position in IBERIABANK Corp in Q4 2017 and held it in 1 quarter.
  • Commonwealth Equity Services's IBERIABANK Corp position peaked at $201K in Q4 2017.
  • 257 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.