Financial Gravity Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Financial Gravity Asset Management’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	-54	Closed	-$1.96K	–	1048
2020 Q1	$1.96K	Buy	54 +2	+4%	+$125	0.01%	403
2019 Q4	$75K	Buy	+52	New	+$3.86K	0.05%	450

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Financial Gravity Asset Management's IBKC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 54 shares — an estimated $1.96K sold.

Financial Gravity Asset Management first reported a position in IBKC in Q4 2019 and held it in 2 quarters. The position peaked at $75K in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

Financial Gravity Asset Management reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 54 IBERIABANK Corp shares in Q2 2020, an estimated $1.96K.
Financial Gravity Asset Management first reported a position in IBERIABANK Corp in Q4 2019 and held it in 2 quarters.
Financial Gravity Asset Management's IBERIABANK Corp position peaked at $75K in Q4 2019.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.