CIP
IBKC

Convergence Investment Partners’s IBERIABANK Corp IBKC Stock Holding History

Convergence Investment Partners’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
-2,039
Closed -$154K – 340
2019
Q3 		$154K Sell
2,039
-7,995
-80% -$590K 0.04% 247
2019
Q2 		$761K Buy
10,034
+5,110
+104% +$388K 0.18% 169
2019
Q1 		$353K Buy
4,924
+1,015
+26% +$75.3K 0.08% 203
2018
Q4 		$251K Buy
+3,909
New +$287K 0.06% 276

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

Convergence Investment Partners's IBKC Position: Q4 2019 in Review

Convergence Investment Partners sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 2,039 shares — an estimated $154K sold.

Convergence Investment Partners first reported a position in IBKC in Q4 2018 and held it in 4 quarters. The position peaked at $761K in Q2 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Convergence Investment Partners reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 2,039 IBERIABANK Corp shares in Q4 2019, an estimated $154K.
  • Convergence Investment Partners first reported a position in IBERIABANK Corp in Q4 2018 and held it in 4 quarters.
  • Convergence Investment Partners's IBERIABANK Corp position peaked at $761K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.