JA
IBKC

JOYN Advisors’s IBERIABANK Corp IBKC Stock Holding History

JOYN Advisors’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
-36
Closed -$2K – 1657
2018
Q4 		$2K Hold
36
– – ﹤0.01% 1563
2018
Q3 		$3K Hold
36
– – ﹤0.01% 1407
2018
Q2 		$3K Buy
36
+1
+3% +$79 ﹤0.01% 1363
2018
Q1 		$3K Buy
+35
New +$2.87K ﹤0.01% 1026

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

JOYN Advisors's IBKC Position: Q1 2019 in Review

JOYN Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 36 shares — an estimated $2K sold.

JOYN Advisors first reported a position in IBKC in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

  • JOYN Advisors reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 36 IBERIABANK Corp shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in IBERIABANK Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's IBERIABANK Corp position peaked at $3K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.