JWM
IBKC

Janiczek Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

Janiczek Wealth Management’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
Q1 		– Sell
-43,750
Closed -$2.81M – 192
2018
Q4 		$2.81M Hold
43,750
– – 1.43% 15
2018
Q3 		$3.56M Hold
43,750
– – 1.86% 9
2018
Q2 		$3.32M Hold
43,750
– – 1.75% 9
2018
Q1 		$3.41M Hold
43,750
– – 1.93% 8
2017
Q4 		$3.39M Hold
43,750
– – 1.84% 8
2017
Q3 		$3.59M Hold
43,750
– – 2% 8
2017
Q2 		$3.57M Hold
43,750
– – 2.08% 8
2017
Q1 		$3.46M Hold
43,750
– – 1.98% 8
2016
Q4 		$3.66M Buy
+43,750
New +$3.35M 1.64% 8

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janiczek Wealth Management's IBKC Position: Q1 2019 in Review

Janiczek Wealth Management sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 43,750 shares — an estimated $2.81M sold.

Janiczek Wealth Management first reported a position in IBKC in Q4 2016 and held it in 9 quarters. The position peaked at $3.66M in Q4 2016. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

  • Janiczek Wealth Management reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
  • Janiczek Wealth Management sold 43,750 IBERIABANK Corp shares in Q1 2019, an estimated $2.81M.
  • Janiczek Wealth Management first reported a position in IBERIABANK Corp in Q4 2016 and held it in 9 quarters.
  • Janiczek Wealth Management's IBERIABANK Corp position peaked at $3.66M in Q4 2016.
  • 266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on Janiczek Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.