HIM
IBKC

Hillsdale Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Hillsdale 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
-10,500
Closed -$786K – 706
2019
Q4 		$786K Sell
10,500
-590
-5% -$43.8K 0.07% 270
2019
Q3 		$838K Buy
11,090
+1,000
+10% +$73.7K 0.07% 238
2019
Q2 		$766K Buy
10,090
+2,300
+30% +$175K 0.08% 251
2019
Q1 		$558K Buy
7,790
+7,700
+8,556% +$572K 0.05% 271
2018
Q4 		$6K Hold
90
– – ﹤0.01% 492
2018
Q3 		$7K Buy
+90
New +$7.48K ﹤0.01% 380

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

Hillsdale Investment Management's IBKC Position: Q1 2020 in Review

Hillsdale Investment Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 10,500 shares — an estimated $786K sold.

Hillsdale Investment Management first reported a position in IBKC in Q3 2018 and held it in 6 quarters. The position peaked at $838K in Q3 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Hillsdale Investment Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,500 IBERIABANK Corp shares in Q1 2020, an estimated $786K.
  • Hillsdale Investment Management first reported a position in IBERIABANK Corp in Q3 2018 and held it in 6 quarters.
  • Hillsdale Investment Management's IBERIABANK Corp position peaked at $838K in Q3 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Hillsdale Investment Management's 13F filing for Q1 2020, filed 12 May 2020.