I
IBKC

IberiaBank’s IBERIABANK Corp IBKC Stock Holding History

IberiaBank’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
Q2 		$921K Buy
20,214
+4,954
+32% +$205K 0.11% 131
2020
Q1 		$552K Hold
15,260
– – 0.07% 144
2019
Q4 		$1.14M Hold
15,260
– – 0.12% 120
2019
Q3 		$1.15M Sell
15,260
-3,204
-17% -$236K 0.13% 114
2019
Q2 		$1.4M Sell
18,464
-1,178
-6% -$89.5K 0.15% 115
2019
Q1 		$1.41M Sell
19,642
-1,000
-5% -$74.2K 0.16% 116
2018
Q4 		$1.33M Sell
20,642
-560
-3% -$41.1K 0.17% 116
2018
Q3 		$1.73M Buy
21,202
+4,931
+30% +$410K 0.22% 115
2018
Q2 		$1.23M Sell
16,271
-167
-1% -$13.2K 0.21% 123
2018
Q1 		$1.28M Buy
16,438
+150
+0.9% +$12.3K 0.26% 117
2017
Q4 		$1.26M Sell
16,288
-14,817
-48% -$1.14M 0.2% 128
2017
Q3 		$2.56M Buy
31,105
+371
+1% +$29.1K 0.42% 78
2017
Q2 		$2.5M Hold
30,734
– – 0.75% 53
2017
Q1 		$2.43M Hold
30,734
– – 0.77% 50
2016
Q4 		$2.57M Hold
30,734
– – 0.94% 45
2016
Q3 		$2.06M Hold
30,734
– – 0.88% 44
2016
Q2 		$1.84M Sell
30,734
-53
-0.2% -$3.08K 0.81% 45
2016
Q1 		$1.58M Sell
30,787
-1,981
-6% -$97.1K 0.74% 44
2015
Q4 		$1.8M Sell
32,768
-3,440
-10% -$205K 0.81% 43
2015
Q3 		$2.11M Hold
36,208
– – 1.08% 38
2015
Q2 		$2.47M Buy
36,208
+735
+2% +$48.1K 1.1% 37
2015
Q1 		$2.24M Buy
35,473
+6,221
+21% +$380K 1% 42
2014
Q4 		$1.9M Sell
29,252
-2,700
-8% -$176K 1.04% 39
2014
Q3 		$2M Buy
31,952
+6,065
+23% +$400K 1.12% 34
2014
Q2 		$1.79M Hold
25,887
– – 1% 39
2014
Q1 		$1.82M Sell
25,887
-3,100
-11% -$203K 1.12% 35
2013
Q4 		$1.82M Sell
28,987
-207
-0.7% -$12.3K 1.19% 34
2013
Q3 		$1.51M Sell
29,194
-1,388
-5% -$77.2K 0.99% 38
2013
Q2 		$1.64M Buy
+30,582
New +$1.53M 1.24% 28

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

IberiaBank's IBKC Position: Q2 2020 in Review

IberiaBank increased its IBERIABANK Corp (IBKC) stake by 32% in Q2 2020, buying an estimated $205K and bringing the position to 20,214 shares worth $921K. The position accounts for 0.11% of the portfolio, ranked #131.

IberiaBank first reported a position in IBKC in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.57M in Q4 2016. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • IberiaBank held 20,214 shares of IBERIABANK Corp worth $921K as of Q2 2020.
  • IberiaBank bought 4,954 IBERIABANK Corp shares in Q2 2020, an estimated $205K.
  • IBERIABANK Corp made up 0.11% of IberiaBank's portfolio in Q2 2020, its #131 holding.
  • IberiaBank first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's IBERIABANK Corp position peaked at $2.57M in Q4 2016.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.