HKAM
IBKC

Horizon Kinetics Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Horizon Kinetics Asset 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
-3,396
Closed -$254K – 491
2019
Q4 		$254K Hold
3,396
– – 0.01% 432
2019
Q3 		$257K Hold
3,396
– – 0.01% 425
2019
Q2 		$258K Hold
3,396
– – 0.01% 434
2019
Q1 		$244K Buy
+3,396
New +$252K 0.01% 437

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

Horizon Kinetics Asset Management's IBKC Position: Q1 2020 in Review

Horizon Kinetics Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 3,396 shares — an estimated $254K sold.

Horizon Kinetics Asset Management first reported a position in IBKC in Q1 2019 and held it in 4 quarters. The position peaked at $258K in Q2 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Horizon Kinetics Asset Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 3,396 IBERIABANK Corp shares in Q1 2020, an estimated $254K.
  • Horizon Kinetics Asset Management first reported a position in IBERIABANK Corp in Q1 2019 and held it in 4 quarters.
  • Horizon Kinetics Asset Management's IBERIABANK Corp position peaked at $258K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.