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James Investment Research’s International Bancshares IBOC Stock Holding History

James Investment Research’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-35,555
Closed -$1.25M – 770
2017
Q2 		$1.25M Buy
+35,555
New +$1.25M 0.04% 349

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

James Investment Research's IBOC Position: Q3 2017 in Review

James Investment Research sold out of International Bancshares (IBOC) in Q3 2017, closing a stake of 35,555 shares — an estimated $1.25M sold.

James Investment Research first reported a position in IBOC in Q2 2017 and held it in 1 quarter. The position peaked at $1.25M in Q2 2017. 153 funds tracked by Wall St. Rank hold IBOC as of Q3 2017.

  • James Investment Research reported no remaining International Bancshares position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 35,555 International Bancshares shares in Q3 2017, an estimated $1.25M.
  • James Investment Research first reported a position in International Bancshares in Q2 2017 and held it in 1 quarter.
  • James Investment Research's International Bancshares position peaked at $1.25M in Q2 2017.
  • 153 funds tracked by Wall St. Rank held International Bancshares as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.