FMT
IBKC

First Mercantile Trust’s IBERIABANK Corp IBKC Stock Holding History

First Mercantile Trust’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
-244
Closed -$9K – 1009
2020
Q1 		$9K Sell
244
-2,081
-90% -$130K ﹤0.01% 829
2019
Q4 		$174K Sell
2,325
-177
-7% -$13.1K 0.02% 510
2019
Q3 		$189K Sell
2,502
-67
-3% -$4.94K 0.02% 493
2019
Q2 		$195K Buy
2,569
+45
+2% +$3.42K 0.02% 452
2019
Q1 		$181K Sell
2,524
-108
-4% -$8.02K 0.04% 490
2018
Q4 		$169K Buy
2,632
+479
+22% +$35.2K 0.04% 484
2018
Q3 		$175K Buy
2,153
+616
+40% +$51.2K 0.03% 550
2018
Q2 		$117K Buy
+1,537
New +$121K 0.02% 683
2014
Q3 		– Sell
-3,320
Closed -$230K – 1232
2014
Q2 		$230K Hold
3,320
– – 0.02% 695
2014
Q1 		$233K Sell
3,320
-1,050
-24% -$68.7K 0.02% 772
2013
Q4 		$275K Sell
4,370
-100
-2% -$5.95K 0.02% 696
2013
Q3 		$232K Buy
4,470
+1,519
+51% +$84.5K 0.02% 723
2013
Q2 		$159K Buy
+2,951
New +$147K 0.01% 795

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

First Mercantile Trust's IBKC Position: Q2 2020 in Review

First Mercantile Trust sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 244 shares — an estimated $9K sold.

First Mercantile Trust first reported a position in IBKC in Q2 2013 and held it in 13 quarters. The position peaked at $275K in Q4 2013. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • First Mercantile Trust reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • First Mercantile Trust sold 244 IBERIABANK Corp shares in Q2 2020, an estimated $9K.
  • First Mercantile Trust first reported a position in IBERIABANK Corp in Q2 2013 and held it in 13 quarters.
  • First Mercantile Trust's IBERIABANK Corp position peaked at $275K in Q4 2013.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.