GSWM
IBKC

Golden State Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

Golden State Wealth 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 		– Sell
-104
Closed -$7K – 1168
2019
Q2 		$7K Sell
104
-99
-49% -$7.52K ﹤0.01% 827
2019
Q1 		$15K Buy
+203
New +$15.1K 0.01% 694

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

Golden State Wealth Management's IBKC Position: Q3 2019 in Review

Golden State Wealth Management sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 104 shares — an estimated $7K sold.

Golden State Wealth Management first reported a position in IBKC in Q1 2019 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Golden State Wealth Management reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 104 IBERIABANK Corp shares in Q3 2019, an estimated $7K.
  • Golden State Wealth Management first reported a position in IBERIABANK Corp in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's IBERIABANK Corp position peaked at $15K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.