IberiaBank’s Vanguard Health Care ETF VHT Stock Holding History

IberiaBank’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,963	Closed	-$515K	–	250
2019 Q2	$515K	Hold	2,963	–	–	0.06%	164
2019 Q1	$511K	Sell	2,963 -24	-0.8%	-$4.07K	0.06%	170
2018 Q4	$480K	Buy	2,987 +1,565	+110%	+$265K	0.06%	170
2018 Q3	$257K	Hold	1,422	–	–	0.03%	241
2018 Q2	$226K	Buy	+1,422	New	+$224K	0.04%	201
2018 Q1	–	Sell	-1,673	Closed	-$258K	–	249
2017 Q4	$258K	Buy	+1,673	New	+$257K	0.04%	208

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IberiaBank's VHT Position: Q3 2019 in Review

IberiaBank sold out of Vanguard Health Care ETF (VHT) in Q3 2019, closing a stake of 2,963 shares — an estimated $515K sold.

IberiaBank first reported a position in VHT in Q4 2017 and held it in 6 quarters. The position peaked at $515K in Q2 2019. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

IberiaBank reported no remaining Vanguard Health Care ETF position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 2,963 Vanguard Health Care ETF shares in Q3 2019, an estimated $515K.
IberiaBank first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 6 quarters.
IberiaBank's Vanguard Health Care ETF position peaked at $515K in Q2 2019.
469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

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