KOCAA
IBKC

Knights of Columbus Asset Advisors’s IBERIABANK Corp IBKC Stock Holding History

Knights of Columbus Asset 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
2020
Q1 		– Sell
-25,229
Closed -$1.89M – 440
2019
Q4 		$1.89M Buy
+25,229
New +$1.87M 0.17% 216

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Knights of Columbus Asset Advisors's IBKC Position: Q1 2020 in Review

Knights of Columbus Asset Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 25,229 shares — an estimated $1.89M sold.

Knights of Columbus Asset Advisors first reported a position in IBKC in Q4 2019 and held it in 1 quarter. The position peaked at $1.89M in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Knights of Columbus Asset Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 25,229 IBERIABANK Corp shares in Q1 2020, an estimated $1.89M.
  • Knights of Columbus Asset Advisors first reported a position in IBERIABANK Corp in Q4 2019 and held it in 1 quarter.
  • Knights of Columbus Asset Advisors's IBERIABANK Corp position peaked at $1.89M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2020, filed 15 May 2020.