LTFS
IBKC

Ladenburg Thalmann Financial Services’s IBERIABANK Corp IBKC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$105K Sell
1,370
-177
-11% -$13.1K ﹤0.01% 2981
2019
Q3 		$117K Buy
1,547
+821
+113% +$60.5K ﹤0.01% 2825
2019
Q2 		$55K Buy
726
+203
+39% +$15.4K ﹤0.01% 3397
2019
Q1 		$38K Sell
523
-10
-2% -$742 ﹤0.01% 3601
2018
Q4 		$35K Buy
533
+303
+132% +$22.2K ﹤0.01% 3516
2018
Q3 		$19K Sell
230
-210
-48% -$17.5K ﹤0.01% 3957
2018
Q2 		$34K Hold
440
– – ﹤0.01% 3530
2018
Q1 		$34K Buy
440
+56
+15% +$4.59K ﹤0.01% 3530
2017
Q4 		$30K Sell
384
-6
-2% -$461 ﹤0.01% 3554
2017
Q3 		$32K Sell
390
-21
-5% -$1.65K ﹤0.01% 3406
2017
Q2 		$33K Sell
411
-246
-37% -$19.5K ﹤0.01% 3302
2017
Q1 		$52K Sell
657
-209
-24% -$17.1K ﹤0.01% 2887
2016
Q4 		$65K Buy
866
+41
+5% +$3.14K ﹤0.01% 2658
2016
Q3 		$55K Buy
825
+192
+30% +$12.5K ﹤0.01% 2718
2016
Q2 		$38K Buy
633
+123
+24% +$7.14K ﹤0.01% 2899
2016
Q1 		$26K Buy
510
+144
+39% +$7.05K ﹤0.01% 3077
2015
Q4 		$20K Buy
366
+11
+3% +$657 ﹤0.01% 3240
2015
Q3 		$21K Buy
355
+13
+4% +$819 ﹤0.01% 3081
2015
Q2 		$23K Sell
342
-61
-15% -$4K ﹤0.01% 3161
2015
Q1 		$25K Sell
403
-65
-14% -$3.97K ﹤0.01% 3060
2014
Q4 		$30K Hold
468
– – ﹤0.01% 2716
2014
Q3 		$29K Sell
468
-8
-2% -$528 ﹤0.01% 2384
2014
Q2 		$33K Buy
476
+33
+7% +$2.16K ﹤0.01% 2304
2014
Q1 		$31K Sell
443
-26
-6% -$1.7K ﹤0.01% 2284
2013
Q4 		$29K Sell
469
-2
-0.4% -$119 ﹤0.01% 2305
2013
Q3 		$25K Sell
471
-4
-0.8% -$222 ﹤0.01% 2308
2013
Q2 		$26K Buy
+475
New +$23.7K ﹤0.01% 2183

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Ladenburg Thalmann Financial Services's IBKC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its IBERIABANK Corp (IBKC) stake by 11% in Q4 2019, selling an estimated $13.1K and leaving 1,370 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Ladenburg Thalmann Financial Services first reported a position in IBKC in Q2 2013 and has held it in 27 quarters since. The position peaked at $117K in Q3 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,370 shares of IBERIABANK Corp worth $105K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 177 IBERIABANK Corp shares in Q4 2019, an estimated $13.1K.
  • IBERIABANK Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2981 holding.
  • Ladenburg Thalmann Financial Services first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's IBERIABANK Corp position peaked at $117K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.