Kings Point Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,064
Closed -$94K 500
2020
Q2
$94K Hold
2,064
0.01% 222
2020
Q1
$75K Hold
2,064
0.01% 236
2019
Q4
$154K Hold
2,064
0.02% 201
2019
Q3
$156K Hold
2,064
0.03% 177
2019
Q2
$157K Sell
2,064
-1,000
-33% -$76K 0.03% 154
2019
Q1
$220K Hold
3,064
0.04% 131
2018
Q4
$197K Buy
+3,064
New +$225K 0.04% 131

Kings Point Capital Management's IBKC Position: Q3 2020 in Review

Kings Point Capital Management sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 2,064 shares — an estimated $94K sold.

Kings Point Capital Management first reported a position in IBKC in Q4 2018 and held it in 7 quarters. The position peaked at $220K in Q1 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Kings Point Capital Management reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 2,064 IBERIABANK Corp shares in Q3 2020, an estimated $94K.
  • Kings Point Capital Management first reported a position in IBERIABANK Corp in Q4 2018 and held it in 7 quarters.
  • Kings Point Capital Management's IBERIABANK Corp position peaked at $220K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on Kings Point Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.