FA
IBKC

FDx Advisors’s IBERIABANK Corp IBKC Stock Holding History

FDx 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
2018
Q2 		– Sell
-4,278
Closed -$334K – 1166
2018
Q1 		$334K Buy
4,278
+69
+2% +$5.65K 0.01% 930
2017
Q4 		$326K Sell
4,209
-34
-0.8% -$2.61K 0.01% 992
2017
Q3 		$349K Sell
4,243
-572
-12% -$44.9K 0.01% 988
2017
Q2 		$392K Sell
4,815
-604
-11% -$48K 0.01% 867
2017
Q1 		$429K Sell
5,419
-390
-7% -$32K 0.01% 834
2016
Q4 		$487K Sell
5,809
-369
-6% -$28.3K 0.01% 780
2016
Q3 		$415K Sell
6,178
-1,922
-24% -$125K 0.02% 684
2016
Q2 		$484K Sell
8,100
-863
-10% -$50.1K 0.02% 602
2016
Q1 		$460K Buy
8,963
+1,624
+22% +$79.6K 0.02% 601
2015
Q4 		$404K Buy
7,339
+1,668
+29% +$99.6K 0.02% 629
2015
Q3 		$330K Sell
5,671
-1,422
-20% -$89.6K 0.03% 589
2015
Q2 		$484K Sell
7,093
-1,607
-18% -$105K 0.02% 590
2015
Q1 		$546K Sell
8,700
-569
-6% -$34.8K 0.01% 904
2014
Q4 		$601K Sell
9,269
-206
-2% -$13.4K 0.04% 482
2014
Q3 		$592K Sell
9,475
-446
-4% -$29.4K 0.04% 504
2014
Q2 		$686K Buy
9,921
+40
+0.4% +$2.62K 0.04% 465
2014
Q1 		$693K Buy
9,881
+971
+11% +$63.5K 0.06% 343
2013
Q4 		$560K Buy
8,910
+888
+11% +$52.9K 0.06% 330
2013
Q3 		$416K Sell
8,022
-445
-5% -$24.7K 0.05% 335
2013
Q2 		$454K Buy
+8,467
New +$423K 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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

FDx Advisors's IBKC Position: Q2 2018 in Review

FDx Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 4,278 shares — an estimated $334K sold.

FDx Advisors first reported a position in IBKC in Q2 2013 and held it in 20 quarters. The position peaked at $693K in Q1 2014. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

  • FDx Advisors reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 4,278 IBERIABANK Corp shares in Q2 2018, an estimated $334K.
  • FDx Advisors first reported a position in IBERIABANK Corp in Q2 2013 and held it in 20 quarters.
  • FDx Advisors's IBERIABANK Corp position peaked at $693K in Q1 2014.
  • 251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.