IberiaBank’s Vanguard S&P 500 ETF VOO Stock Holding History

IberiaBank’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,069	Closed	-$288K	–	251
2019 Q2	$288K	Sell	1,069 -835	-44%	-$221K	0.03%	207
2019 Q1	$494K	Sell	1,904 -56	-3%	-$14K	0.06%	171
2018 Q4	$450K	Hold	1,960	–	–	0.06%	175
2018 Q3	$523K	Hold	1,960	–	–	0.07%	184
2018 Q2	$489K	Buy	1,960 +1,013	+107%	+$251K	0.08%	174
2018 Q1	$229K	Sell	947 -1,959	-67%	-$492K	0.05%	199
2017 Q4	$723K	Buy	2,906 +979	+51%	+$234K	0.11%	155
2017 Q3	$450K	Buy	+1,927	New	+$436K	0.07%	166

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

IberiaBank's VOO Position: Q3 2019 in Review

IberiaBank sold out of Vanguard S&P 500 ETF (VOO) in Q3 2019, closing a stake of 1,069 shares — an estimated $288K sold.

IberiaBank first reported a position in VOO in Q3 2017 and held it in 8 quarters. The position peaked at $723K in Q4 2017. 1,125 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

IberiaBank reported no remaining Vanguard S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 1,069 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $288K.
IberiaBank first reported a position in Vanguard S&P 500 ETF in Q3 2017 and held it in 8 quarters.
IberiaBank's Vanguard S&P 500 ETF position peaked at $723K in Q4 2017.
1,125 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

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