IberiaBank’s Vanguard Industrials ETF VIS Stock Holding History

IberiaBank’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,686	Closed	-$567K	–	233
2019 Q4	$567K	Hold	3,686	–	–	0.06%	156
2019 Q3	$538K	Hold	3,686	–	–	0.06%	156
2019 Q2	$537K	Hold	3,686	–	–	0.06%	162
2019 Q1	$516K	Sell	3,686 -19	-0.5%	-$2.57K	0.06%	168
2018 Q4	$446K	Buy	3,705 +19	+0.5%	+$2.52K	0.06%	177
2018 Q3	$544K	Sell	3,686 -100	-3%	-$14.4K	0.07%	182
2018 Q2	$514K	Hold	3,786	–	–	0.09%	172
2018 Q1	$527K	Hold	3,786	–	–	0.1%	164
2017 Q4	$539K	Buy	3,786 +100	+3%	+$13.7K	0.08%	166
2017 Q3	$495K	Hold	3,686	–	–	0.08%	162
2017 Q2	$473K	Hold	3,686	–	–	0.14%	123
2017 Q1	$456K	Sell	3,686 -889	-19%	-$109K	0.14%	126
2016 Q4	$546K	Buy	+4,575	New	+$525K	0.2%	94

Other funds holding VIS

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

IberiaBank's VIS Position: Q1 2020 in Review

IberiaBank sold out of Vanguard Industrials ETF (VIS) in Q1 2020, closing a stake of 3,686 shares — an estimated $567K sold.

IberiaBank first reported a position in VIS in Q4 2016 and held it in 13 quarters. The position peaked at $567K in Q4 2019. 225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

IberiaBank reported no remaining Vanguard Industrials ETF position as of Q1 2020 after selling out during the quarter.
IberiaBank sold 3,686 Vanguard Industrials ETF shares in Q1 2020, an estimated $567K.
IberiaBank first reported a position in Vanguard Industrials ETF in Q4 2016 and held it in 13 quarters.
IberiaBank's Vanguard Industrials ETF position peaked at $567K in Q4 2019.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.