FRM
IBKC

Fox Run Management’s IBERIABANK Corp IBKC Stock Holding History

Fox Run 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
Q1 		– Sell
-6,593
Closed -$424K – 780
2018
Q4 		$424K Buy
6,593
+3,750
+132% +$275K 0.22% 160
2018
Q3 		$231K Buy
+2,843
New +$236K 0.1% 436
2017
Q4 		– Sell
-3,600
Closed -$296K – 975
2017
Q3 		$296K Buy
3,600
+500
+16% +$39.3K 0.08% 496
2017
Q2 		$253K Buy
+3,100
New +$246K 0.09% 466

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fox Run Management's IBKC Position: Q1 2019 in Review

Fox Run Management sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 6,593 shares — an estimated $424K sold.

Fox Run Management first reported a position in IBKC in Q2 2017 and held it in 4 quarters. The position peaked at $424K in Q4 2018. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

  • Fox Run Management reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
  • Fox Run Management sold 6,593 IBERIABANK Corp shares in Q1 2019, an estimated $424K.
  • Fox Run Management first reported a position in IBERIABANK Corp in Q2 2017 and held it in 4 quarters.
  • Fox Run Management's IBERIABANK Corp position peaked at $424K in Q4 2018.
  • 266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on Fox Run Management's 13F filing for Q1 2019, filed 17 Oct 2019.