FIM
IBKC

Foresters Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Foresters Investment 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
2019
Q3 		$14.6M Buy
193,450
+3,000
+2% +$221K 0.29% 116
2019
Q2 		$14.4M Sell
190,450
-31,700
-14% -$2.41M 0.26% 134
2019
Q1 		$15.9M Buy
222,150
+5,200
+2% +$386K 0.28% 122
2018
Q4 		$13.9M Sell
216,950
-138,450
-39% -$10.2M 0.26% 133
2018
Q3 		$28.9M Sell
355,400
-28,400
-7% -$2.36M 0.46% 65
2018
Q2 		$29.1M Sell
383,800
-191,300
-33% -$15.1M 0.5% 69
2018
Q1 		$44.9M Sell
575,100
-29,457
-5% -$2.41M 0.75% 28
2017
Q4 		$46.9M Buy
604,557
+2,267
+0.4% +$174K 0.73% 26
2017
Q3 		$49.5M Buy
602,290
+69,943
+13% +$5.49M 0.81% 24
2017
Q2 		$43.4M Buy
532,347
+117,347
+28% +$9.32M 0.73% 32
2017
Q1 		$32.8M Buy
+415,000
New +$34M 0.58% 56

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foresters Investment Management's IBKC Position: Q3 2019 in Review

Foresters Investment Management increased its IBERIABANK Corp (IBKC) stake by 1.6% in Q3 2019, buying an estimated $221K and bringing the position to 193,450 shares worth $14.6M. The position accounts for 0.29% of the portfolio, ranked #116.

Foresters Investment Management first reported a position in IBKC in Q1 2017 and has held it in 11 quarters since. The position peaked at $49.5M in Q3 2017. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Foresters Investment Management held 193,450 shares of IBERIABANK Corp worth $14.6M as of Q3 2019.
  • Foresters Investment Management bought 3,000 IBERIABANK Corp shares in Q3 2019, an estimated $221K.
  • IBERIABANK Corp made up 0.29% of Foresters Investment Management's portfolio in Q3 2019, its #116 holding.
  • Foresters Investment Management first reported a position in IBERIABANK Corp in Q1 2017 and has held it in 11 quarters since.
  • Foresters Investment Management's IBERIABANK Corp position peaked at $49.5M in Q3 2017.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.