JMPWA
IBKC

JP Morgan Private Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-2,932
Closed -$238K – 1630
2018
Q3 		$238K Sell
2,932
-24
-0.8% -$2K ﹤0.01% 1399
2018
Q2 		$224K Buy
+2,956
New +$233K ﹤0.01% 1319
2017
Q2 		– Sell
-9,874
Closed -$781K – 1388
2017
Q1 		$781K Sell
9,874
-479
-5% -$39.3K 0.01% 707
2016
Q4 		$867K Sell
10,353
-61
-0.6% -$4.67K 0.01% 632
2016
Q3 		$698K Buy
10,414
+355
+4% +$23.1K 0.01% 679
2016
Q2 		$601K Buy
10,059
+1,724
+21% +$100K 0.01% 728
2016
Q1 		$428K Buy
8,335
+2,321
+39% +$114K ﹤0.01% 797
2015
Q4 		$331K Buy
6,014
+134
+2% +$8K ﹤0.01% 828
2015
Q3 		$342K Hold
5,880
– – ﹤0.01% 749
2015
Q2 		$401K Hold
5,880
– – ﹤0.01% 755
2015
Q1 		$371K Buy
5,880
+990
+20% +$60.5K ﹤0.01% 817
2014
Q4 		$317K Sell
4,890
-70
-1% -$4.56K ﹤0.01% 854
2014
Q3 		$310K Buy
4,960
+460
+10% +$30.4K ﹤0.01% 840
2014
Q2 		$311K Buy
4,500
+385
+9% +$25.2K 0.01% 706
2014
Q1 		$289K Buy
+4,115
New +$269K 0.01% 724

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Private Wealth Advisors's IBKC Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 2,932 shares — an estimated $238K sold.

JP Morgan Private Wealth Advisors first reported a position in IBKC in Q1 2014 and held it in 15 quarters. The position peaked at $867K in Q4 2016. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,932 IBERIABANK Corp shares in Q4 2018, an estimated $238K.
  • JP Morgan Private Wealth Advisors first reported a position in IBERIABANK Corp in Q1 2014 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's IBERIABANK Corp position peaked at $867K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.