IWMPD
IBKC

Integrated Wealth Management (Palm Desert)’s IBERIABANK Corp IBKC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-23
Closed -$1K – 1511
2015
Q1 		$1K Buy
+23
New +$1.41K ﹤0.01% 1240

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBKC Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of IBERIABANK Corp (IBKC) in Q2 2015, closing a stake of 23 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IBKC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 193 funds tracked by Wall St. Rank hold IBKC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining IBERIABANK Corp position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 23 IBERIABANK Corp shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in IBERIABANK Corp in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s IBERIABANK Corp position peaked at $1K in Q1 2015.
  • 193 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.