Envestnet Asset Management’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,381
| Closed | -$245K | – | 3243 |
|
|
2020
Q2 | $245K | Buy |
+5,381
| New | +$222K | ﹤0.01% | 2785 |
|
|
2020
Q1 | – | Sell |
-13,172
| Closed | -$986K | – | 3210 |
|
|
2019
Q4 | $986K | Sell |
13,172
-6,896
| -34% | -$512K | ﹤0.01% | 2036 |
|
|
2019
Q3 | $1.52M | Buy |
20,068
+6,082
| +43% | +$448K | ﹤0.01% | 1704 |
|
|
2019
Q2 | $1.06M | Buy |
13,986
+9,726
| +228% | +$739K | ﹤0.01% | 1902 |
|
|
2019
Q1 | $305K | Sell |
4,260
-42
| -1% | -$3.12K | ﹤0.01% | 2592 |
|
|
2018
Q4 | $277K | Buy |
+4,302
| New | +$316K | ﹤0.01% | 2474 |
|
|
2018
Q3 | – | Sell |
-197
| Closed | -$15K | – | 2952 |
|
|
2018
Q2 | $15K | Buy |
197
+45
| +30% | +$3.54K | ﹤0.01% | 2481 |
|
|
2018
Q1 | $12K | Sell |
152
-827
| -84% | -$67.8K | ﹤0.01% | 2469 |
|
|
2017
Q4 | $76K | Sell |
979
-284
| -22% | -$21.8K | ﹤0.01% | 2191 |
|
|
2017
Q3 | $102K | Sell |
1,263
-4,587
| -78% | -$360K | ﹤0.01% | 2070 |
|
|
2017
Q2 | $475K | Sell |
5,850
-3,442
| -37% | -$273K | ﹤0.01% | 1510 |
|
|
2017
Q1 | $734K | Sell |
9,292
-217
| -2% | -$17.8K | ﹤0.01% | 1353 |
|
|
2016
Q4 | $795K | Buy |
9,509
+609
| +7% | +$46.6K | ﹤0.01% | 1281 |
|
|
2016
Q3 | $597K | Sell |
8,900
-5,421
| -38% | -$352K | ﹤0.01% | 1474 |
|
|
2016
Q2 | $855K | Buy |
14,321
+574
| +4% | +$33.3K | ﹤0.01% | 1403 |
|
|
2016
Q1 | $705K | Sell |
13,747
-2,816
| -17% | -$138K | ﹤0.01% | 1483 |
|
|
2015
Q4 | $912K | Sell |
16,563
-700
| -4% | -$41.8K | ﹤0.01% | 1334 |
|
|
2015
Q3 | $1M | Sell |
17,263
-546
| -3% | -$34.4K | 0.01% | 1270 |
|
|
2015
Q2 | $1.22M | Buy |
17,809
+403
| +2% | +$26.4K | 0.01% | 1307 |
|
|
2015
Q1 | $1.1M | Buy |
17,406
+13,846
| +389% | +$846K | 0.01% | 1254 |
|
|
2014
Q4 | $231K | Sell |
3,560
-116
| -3% | -$7.55K | ﹤0.01% | 956 |
|
|
2014
Q3 | $230K | Buy |
3,676
+3,018
| +459% | +$199K | ﹤0.01% | 1047 |
|
|
2014
Q2 | $46K | Buy |
658
+42
| +7% | +$2.75K | ﹤0.01% | 1469 |
|
|
2014
Q1 | $43K | Sell |
616
-92
| -13% | -$6.02K | ﹤0.01% | 1409 |
|
|
2013
Q4 | $45K | Buy |
708
+83
| +13% | +$4.94K | ﹤0.01% | 1259 |
|
|
2013
Q3 | $32K | Buy |
625
+12
| +2% | +$667 | ﹤0.01% | 1327 |
|
|
2013
Q2 | $33K | Buy |
+613
| New | +$30.6K | ﹤0.01% | 1287 |
|
Envestnet Asset Management's IBKC Position: Q3 2020 in Review
Envestnet Asset Management sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 5,381 shares — an estimated $245K sold.
Envestnet Asset Management first reported a position in IBKC in Q2 2013 and held it in 27 quarters. The position peaked at $1.52M in Q3 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.
- Envestnet Asset Management reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
- Envestnet Asset Management sold 5,381 IBERIABANK Corp shares in Q3 2020, an estimated $245K.
- Envestnet Asset Management first reported a position in IBERIABANK Corp in Q2 2013 and held it in 27 quarters.
- Envestnet Asset Management's IBERIABANK Corp position peaked at $1.52M in Q3 2019.
- 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.
Based on Envestnet Asset Management's 13F filing for Q3 2020, filed 9 Oct 2020.