GCA
IBKC

Gideon Capital Advisors’s IBERIABANK Corp IBKC Stock Holding History

Gideon Capital 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
2018
Q4 		– Sell
-2,940
Closed -$239K – 546
2018
Q3 		$239K Buy
+2,940
New +$244K 0.11% 286
2017
Q1 		– Sell
-4,151
Closed -$348K – 549
2016
Q4 		$348K Buy
+4,151
New +$318K 0.22% 205

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

Gideon Capital Advisors's IBKC Position: Q4 2018 in Review

Gideon Capital Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 2,940 shares — an estimated $239K sold.

Gideon Capital Advisors first reported a position in IBKC in Q4 2016 and held it in 2 quarters. The position peaked at $348K in Q4 2016. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Gideon Capital Advisors reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,940 IBERIABANK Corp shares in Q4 2018, an estimated $239K.
  • Gideon Capital Advisors first reported a position in IBERIABANK Corp in Q4 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's IBERIABANK Corp position peaked at $348K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.