CIA
IBKC

CSat Investment Advisory’s IBERIABANK Corp IBKC Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-202
Closed -$7K – 1189
2020
Q1 		$7K Buy
202
+39
+24% +$2.43K ﹤0.01% 995
2019
Q4 		$12K Buy
163
+20
+14% +$1.49K ﹤0.01% 951
2019
Q3 		$11K Buy
143
+20
+16% +$1.48K ﹤0.01% 909
2019
Q2 		$9K Buy
+123
New +$9.35K ﹤0.01% 931

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CSat Investment Advisory's IBKC Position: Q2 2020 in Review

CSat Investment Advisory sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 202 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in IBKC in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • CSat Investment Advisory reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 202 IBERIABANK Corp shares in Q2 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in IBERIABANK Corp in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's IBERIABANK Corp position peaked at $12K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.