IberiaBank’s BP BP Stock Holding History

IberiaBank’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,086	Closed	-$291K	–	221
2019 Q2	$291K	Sell	7,086 -370	-5%	-$15.5K	0.03%	206
2019 Q1	$321K	Sell	7,456 -2,040	-21%	-$83.6K	0.04%	198
2018 Q4	$349K	Sell	9,496 -1,626	-15%	-$64.9K	0.05%	194
2018 Q3	$490K	Buy	+11,122	New	+$465K	0.06%	188
2018 Q1	–	Sell	-5,439	Closed	-$213K	–	215
2017 Q4	$213K	Buy	+5,439	New	+$197K	0.03%	227
2015 Q1	–	Sell	-9,193	Closed	-$291K	–	201
2014 Q4	$291K	Buy	+9,193	New	+$309K	0.16%	123

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IberiaBank's BP Position: Q3 2019 in Review

IberiaBank sold out of BP (BP) in Q3 2019, closing a stake of 7,086 shares — an estimated $291K sold.

IberiaBank first reported a position in BP in Q4 2014 and held it in 6 quarters. The position peaked at $490K in Q3 2018. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

IberiaBank reported no remaining BP position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 7,086 BP shares in Q3 2019, an estimated $291K.
IberiaBank first reported a position in BP in Q4 2014 and held it in 6 quarters.
IberiaBank's BP position peaked at $490K in Q3 2018.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.