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JOYN Advisors’s International Bancshares IBOC Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,935
Closed -$67K – 694
2018
Q4 		$67K Buy
1,935
+86
+5% +$3.31K 0.02% 265
2018
Q3 		$83K Sell
1,849
-72
-4% -$3.29K 0.02% 261
2018
Q2 		$82K Sell
1,921
-1,600
-45% -$67.2K 0.02% 260
2018
Q1 		$137K Buy
+3,521
New +$143K 0.03% 175

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's IBOC Position: Q1 2019 in Review

JOYN Advisors sold out of International Bancshares (IBOC) in Q1 2019, closing a stake of 1,935 shares — an estimated $67K sold.

JOYN Advisors first reported a position in IBOC in Q1 2018 and held it in 4 quarters. The position peaked at $137K in Q1 2018. 168 funds tracked by Wall St. Rank hold IBOC as of Q1 2019.

  • JOYN Advisors reported no remaining International Bancshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,935 International Bancshares shares in Q1 2019, an estimated $67K.
  • JOYN Advisors first reported a position in International Bancshares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's International Bancshares position peaked at $137K in Q1 2018.
  • 168 funds tracked by Wall St. Rank held International Bancshares as of Q1 2019.

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