FHA
IBKC

Flagship Harbor Advisors’s IBERIABANK Corp IBKC Stock Holding History

Flagship Harbor 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
2019
Q2 		– Sell
-290
Closed -$20K – 2030
2019
Q1 		$20K Hold
290
– – ﹤0.01% 1089
2018
Q4 		$18K Sell
290
-88
-23% -$6.46K ﹤0.01% 1062
2018
Q3 		$30K Hold
378
– – 0.01% 986
2018
Q2 		$28K Buy
+378
New +$29.8K 0.01% 995

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Flagship Harbor Advisors's IBKC Position: Q2 2019 in Review

Flagship Harbor Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 290 shares — an estimated $20K sold.

Flagship Harbor Advisors first reported a position in IBKC in Q2 2018 and held it in 4 quarters. The position peaked at $30K in Q3 2018. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

  • Flagship Harbor Advisors reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 290 IBERIABANK Corp shares in Q2 2019, an estimated $20K.
  • Flagship Harbor Advisors first reported a position in IBERIABANK Corp in Q2 2018 and held it in 4 quarters.
  • Flagship Harbor Advisors's IBERIABANK Corp position peaked at $30K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Flagship Harbor Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.