GKIM
IBKC

GW&K Investment Management’s IBERIABANK Corp IBKC Stock Holding History

GW&K Investment 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
2020
Q1 		– Sell
-189
Closed -$14K – 401
2019
Q4 		$14K Sell
189
-331,523
-100% -$24.6M ﹤0.01% 361
2019
Q3 		$25.1M Buy
331,712
+71,058
+27% +$5.24M 0.35% 127
2019
Q2 		$19.8M Sell
260,654
-5,218
-2% -$396K 0.3% 146
2019
Q1 		$19.1M Sell
265,872
-5,498
-2% -$408K 0.31% 149
2018
Q4 		$17.4M Sell
271,370
-7,075
-3% -$519K 0.34% 133
2018
Q3 		$22.7M Sell
278,445
-850
-0.3% -$70.7K 0.36% 126
2018
Q2 		$21.2M Sell
279,295
-3,172
-1% -$250K 0.35% 129
2018
Q1 		$22M Sell
282,467
-1,177
-0.4% -$96.4K 0.37% 115
2017
Q4 		$22M Sell
283,644
-53,808
-16% -$4.14M 0.38% 112
2017
Q3 		$27.7M Sell
337,452
-125,390
-27% -$9.85M 0.46% 97
2017
Q2 		$37.7M Sell
462,842
-66,054
-12% -$5.24M 0.65% 55
2017
Q1 		$41.8M Sell
528,896
-11,779
-2% -$965K 0.79% 35
2016
Q4 		$45.3M Sell
540,675
-63,239
-10% -$4.84M 0.88% 27
2016
Q3 		$40.5M Buy
603,914
+35,691
+6% +$2.32M 0.76% 37
2016
Q2 		$33.9M Buy
568,223
+9,690
+2% +$563K 0.7% 49
2016
Q1 		$28.6M Buy
558,533
+15,908
+3% +$779K 0.63% 62
2015
Q4 		$29.9M Sell
542,625
-11,987
-2% -$716K 0.7% 56
2015
Q3 		$32.3M Sell
554,612
-144,518
-21% -$9.11M 0.77% 42
2015
Q2 		$47.7M Sell
699,130
-12,663
-2% -$829K 1.09% 22
2015
Q1 		$44.9M Buy
711,793
+17,498
+3% +$1.07M 1.02% 23
2014
Q4 		$45M Buy
694,295
+17,707
+3% +$1.15M 1.08% 24
2014
Q3 		$42.3M Buy
676,588
+8,551
+1% +$564K 1.11% 20
2014
Q2 		$46.2M Buy
668,037
+35,544
+6% +$2.33M 1.17% 14
2014
Q1 		$44.4M Buy
632,493
+6,212
+1% +$406K 1.19% 14
2013
Q4 		$39.4M Buy
626,281
+118,432
+23% +$7.05M 1.07% 26
2013
Q3 		$26.4M Buy
507,849
+72,141
+17% +$4.01M 0.8% 52
2013
Q2 		$23.4M Buy
+435,708
New +$21.7M 0.86% 44

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GW&K Investment Management's IBKC Position: Q1 2020 in Review

GW&K Investment Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 189 shares — an estimated $14K sold.

GW&K Investment Management first reported a position in IBKC in Q2 2013 and held it in 27 quarters. The position peaked at $47.7M in Q2 2015. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • GW&K Investment Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • GW&K Investment Management sold 189 IBERIABANK Corp shares in Q1 2020, an estimated $14K.
  • GW&K Investment Management first reported a position in IBERIABANK Corp in Q2 2013 and held it in 27 quarters.
  • GW&K Investment Management's IBERIABANK Corp position peaked at $47.7M in Q2 2015.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on GW&K Investment Management's 13F filing for Q1 2020, filed 11 May 2020.