IberiaBank’s Vanguard Consumer Staples ETF VDC Stock Holding History

IberiaBank’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,564	Closed	-$216K	–	225
2020 Q1	$216K	Hold	1,564	–	–	0.03%	199
2019 Q4	$252K	Hold	1,564	–	–	0.03%	212
2019 Q3	$245K	Hold	1,564	–	–	0.03%	203
2019 Q2	$233K	Hold	1,564	–	–	0.03%	225
2019 Q1	$227K	Hold	1,564	–	–	0.03%	228
2018 Q4	$205K	Hold	1,564	–	–	0.03%	235
2018 Q3	$219K	Hold	1,564	–	–	0.03%	268
2018 Q2	$210K	Hold	1,564	–	–	0.04%	205
2018 Q1	$213K	Hold	1,564	–	–	0.04%	201
2017 Q4	$228K	Hold	1,564	–	–	0.04%	223
2017 Q3	$217K	Hold	1,564	–	–	0.04%	210
2017 Q2	$221K	Hold	1,564	–	–	0.07%	161
2017 Q1	$220K	Buy	+1,564	New	+$217K	0.07%	168

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

IberiaBank's VDC Position: Q2 2020 in Review

IberiaBank sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2020, closing a stake of 1,564 shares — an estimated $216K sold.

IberiaBank first reported a position in VDC in Q1 2017 and held it in 13 quarters. The position peaked at $252K in Q4 2019. 362 funds tracked by Wall St. Rank hold VDC as of Q2 2020.

IberiaBank reported no remaining Vanguard Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
IberiaBank sold 1,564 Vanguard Consumer Staples ETF shares in Q2 2020, an estimated $216K.
IberiaBank first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and held it in 13 quarters.
IberiaBank's Vanguard Consumer Staples ETF position peaked at $252K in Q4 2019.
362 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2020.

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