K2 Principal Fund’s IBERIABANK Corp IBKC Stock Holding History

K2 Principal Fund’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 Q2	–	Sell	-6,948	Closed	-$251K	–	342
2020 Q1	$251K	Buy	+6,948	New	+$433K	0.05%	179

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

K2 Principal Fund's IBKC Position: Q2 2020 in Review

K2 Principal Fund sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 6,948 shares — an estimated $251K sold.

K2 Principal Fund first reported a position in IBKC in Q1 2020 and held it in 1 quarter. The position peaked at $251K in Q1 2020. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

K2 Principal Fund reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
K2 Principal Fund sold 6,948 IBERIABANK Corp shares in Q2 2020, an estimated $251K.
K2 Principal Fund first reported a position in IBERIABANK Corp in Q1 2020 and held it in 1 quarter.
K2 Principal Fund's IBERIABANK Corp position peaked at $251K in Q1 2020.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on K2 Principal Fund's 13F filing for Q2 2020, filed 13 Aug 2020.