FG
IBKC

FSI Group’s IBERIABANK Corp IBKC Stock Holding History

FSI Group’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
2018
Q4 		– Sell
-33,861
Closed -$2.75M – 48
2018
Q3 		$2.75M Buy
33,861
+5,337
+19% +$444K 1.99% 20
2018
Q2 		$2.16M Buy
+28,524
New +$2.25M 1.71% 22
2017
Q4 		– Sell
-25,000
Closed -$2.05M – 45
2017
Q3 		$2.05M Buy
+25,000
New +$1.96M 1.46% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

FSI Group's IBKC Position: Q4 2018 in Review

FSI Group sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 33,861 shares — an estimated $2.75M sold.

FSI Group first reported a position in IBKC in Q3 2017 and held it in 3 quarters. The position peaked at $2.75M in Q3 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • FSI Group reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • FSI Group sold 33,861 IBERIABANK Corp shares in Q4 2018, an estimated $2.75M.
  • FSI Group first reported a position in IBERIABANK Corp in Q3 2017 and held it in 3 quarters.
  • FSI Group's IBERIABANK Corp position peaked at $2.75M in Q3 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on FSI Group's 13F filing for Q4 2018, filed 8 Feb 2019.