Jim Simons
IBKC

Jim Simons’s IBERIABANK Corp IBKC Stock Holding History

Jim Simons’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
2020
Q1 		– Sell
-138,948
Closed -$10.4M – 3978
2019
Q4 		$10.4M Buy
138,948
+21,500
+18% +$1.6M 0.01% 1421
2019
Q3 		$8.87M Buy
117,448
+80,200
+215% +$5.91M 0.01% 1462
2019
Q2 		$2.83M Buy
37,248
+34,448
+1,230% +$2.62M ﹤0.01% 2150
2019
Q1 		$201K Sell
2,800
-24,948
-90% -$1.85M ﹤0.01% 3211
2018
Q4 		$1.78M Buy
+27,748
New +$2.04M ﹤0.01% 2292
2018
Q2 		– Sell
-98,248
Closed -$7.66M – 3651
2018
Q1 		$7.66M Buy
98,248
+76,900
+360% +$6.3M 0.01% 1543
2017
Q4 		$1.65M Sell
21,348
-229,100
-91% -$17.6M ﹤0.01% 2450
2017
Q3 		$20.6M Buy
250,448
+116,400
+87% +$9.14M 0.02% 874
2017
Q2 		$10.9M Sell
134,048
-165,500
-55% -$13.1M 0.01% 1230
2017
Q1 		$23.7M Buy
299,548
+258,600
+632% +$21.2M 0.03% 704
2016
Q4 		$3.43M Sell
40,948
-129,852
-76% -$9.94M 0.01% 1911
2016
Q3 		$11.5M Sell
170,800
-22,500
-12% -$1.46M 0.02% 1064
2016
Q2 		$11.5M Buy
193,300
+35,752
+23% +$2.08M 0.02% 1054
2016
Q1 		$8.08M Buy
157,548
+111,948
+246% +$5.48M 0.02% 1284
2015
Q4 		$2.51M Buy
+45,600
New +$2.72M 0.01% 1968
2014
Q2 		– Sell
-62,202
Closed -$4.36M – 3066
2014
Q1 		$4.36M Buy
+62,202
New +$4.07M 0.01% 1337
2013
Q4 		– Sell
-12,100
Closed -$628K – 3089
2013
Q3 		$628K Buy
+12,100
New +$673K ﹤0.01% 2218

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jim Simons's IBKC Position: Q1 2020 in Review

Jim Simons sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 138,948 shares — an estimated $10.4M sold.

Jim Simons first reported a position in IBKC in Q3 2013 and held it in 17 quarters. The position peaked at $23.7M in Q1 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Jim Simons reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Jim Simons sold 138,948 IBERIABANK Corp shares in Q1 2020, an estimated $10.4M.
  • Jim Simons first reported a position in IBERIABANK Corp in Q3 2013 and held it in 17 quarters.
  • Jim Simons's IBERIABANK Corp position peaked at $23.7M in Q1 2017.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.