KIA
IBKCO

KCM Investment Advisors’s IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating IBKCO Stock Holding History

KCM Investment Advisors’s Portfolio IBKCO Stock Details IBKCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-25,663
Closed -$659K – 434
2018
Q4 		$659K Sell
25,663
-547
-2% -$14.4K 0.04% 273
2018
Q3 		$711K Sell
26,210
-1,234
-4% -$33.5K 0.04% 291
2018
Q2 		$745K Sell
27,444
-2,337
-8% -$63.2K 0.05% 279
2018
Q1 		$812K Sell
29,781
-623
-2% -$16.8K 0.05% 280
2017
Q4 		$842K Sell
30,404
-341
-1% -$9.54K 0.05% 282
2017
Q3 		$859K Sell
30,745
-392
-1% -$10.9K 0.05% 269
2017
Q2 		$862K Sell
31,137
-1,392
-4% -$38.3K 0.05% 264
2017
Q1 		$880K Sell
32,529
-1,398
-4% -$37.6K 0.06% 265
2016
Q4 		$901K Buy
33,927
+637
+2% +$16.7K 0.06% 261
2016
Q3 		$888K Buy
33,290
+9,390
+39% +$253K 0.06% 263
2016
Q2 		$626K Buy
+23,900
New +$619K 0.04% 311

Other funds holding IBKCO

ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

KCM Investment Advisors's IBKCO Position: Q1 2019 in Review

KCM Investment Advisors sold out of IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating (IBKCO) in Q1 2019, closing a stake of 25,663 shares — an estimated $659K sold.

KCM Investment Advisors first reported a position in IBKCO in Q2 2016 and held it in 11 quarters. The position peaked at $901K in Q4 2016. 2 funds tracked by Wall St. Rank hold IBKCO as of Q1 2019.

  • KCM Investment Advisors reported no remaining IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 25,663 IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating shares in Q1 2019, an estimated $659K.
  • KCM Investment Advisors first reported a position in IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating in Q2 2016 and held it in 11 quarters.
  • KCM Investment Advisors's IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating position peaked at $901K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held IBERIABANK Corporation Depositary Shares Representing Series C Fixed to Floating as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.