Genovese Burford & Brothers Wealth & Retirement Plan Management’s International Bancshares IBOC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,425	Closed	-$320K	–	100
2019 Q4	$320K	Hold	7,425	–	–	0.07%	80
2019 Q3	$287K	Hold	7,425	–	–	0.07%	83
2019 Q2	$280K	Hold	7,425	–	–	0.07%	79
2019 Q1	$282K	Buy	+7,425	New	+$281K	0.08%	73

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IBOC Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of International Bancshares (IBOC) in Q1 2020, closing a stake of 7,425 shares — an estimated $320K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IBOC in Q1 2019 and held it in 4 quarters. The position peaked at $320K in Q4 2019. 161 funds tracked by Wall St. Rank hold IBOC as of Q1 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining International Bancshares position as of Q1 2020 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 7,425 International Bancshares shares in Q1 2020, an estimated $320K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in International Bancshares in Q1 2019 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's International Bancshares position peaked at $320K in Q4 2019.
161 funds tracked by Wall St. Rank held International Bancshares as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.