Israel Discount Bank of New York’s IBERIABANK Corp IBKC Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-250	Closed	-$18K	–	416
2019 Q1	$18K	Hold	250	–	–	0.01%	347
2018 Q4	$16K	Sell	250 -5	-2%	-$367	0.01%	350
2018 Q3	$21K	Sell	255 -240	-48%	-$20K	0.01%	339
2018 Q2	$38K	Hold	495	–	–	0.03%	326
2018 Q1	$39K	Hold	495	–	–	0.03%	311
2017 Q4	$38K	Hold	495	–	–	0.03%	328
2017 Q3	$41K	Hold	495	–	–	0.03%	303
2017 Q2	$40K	Hold	495	–	–	0.03%	301
2017 Q1	$39K	Hold	495	–	–	0.03%	304
2016 Q4	$41K	Buy	+495	New	+$37.9K	0.04%	309

Other funds holding IBKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Israel Discount Bank of New York's IBKC Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 250 shares — an estimated $18K sold.

Israel Discount Bank of New York first reported a position in IBKC in Q4 2016 and held it in 10 quarters. The position peaked at $41K in Q3 2017. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

Israel Discount Bank of New York reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 250 IBERIABANK Corp shares in Q2 2019, an estimated $18K.
Israel Discount Bank of New York first reported a position in IBERIABANK Corp in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's IBERIABANK Corp position peaked at $41K in Q3 2017.
264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.