Lido Advisors’s IBERIABANK Corp IBKC Stock Holding History

Lido 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	-4,969	Closed	-$374K	–	706
2019 Q4	$374K	Buy	4,969 +848	+21%	+$63K	0.01%	447
2019 Q3	$313K	Buy	4,121 +40	+1%	+$2.95K	0.02%	437
2019 Q2	$311K	Buy	4,081 +205	+5%	+$15.6K	0.02%	419
2019 Q1	$279K	Sell	3,876 -10	-0.3%	-$742	0.02%	409
2018 Q4	$251K	Buy	3,886 +590	+18%	+$43.3K	0.02%	347
2018 Q3	$269K	Buy	3,296 +285	+9%	+$23.7K	0.03%	360
2018 Q2	$228K	Buy	3,011 +341	+13%	+$26.9K	0.03%	369
2018 Q1	$208K	Buy	+2,670	New	+$219K	0.03%	358

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lido Advisors's IBKC Position: Q1 2020 in Review

Lido Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 4,969 shares — an estimated $374K sold.

Lido Advisors first reported a position in IBKC in Q1 2018 and held it in 8 quarters. The position peaked at $374K in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Lido Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Lido Advisors sold 4,969 IBERIABANK Corp shares in Q1 2020, an estimated $374K.
Lido Advisors first reported a position in IBERIABANK Corp in Q1 2018 and held it in 8 quarters.
Lido Advisors's IBERIABANK Corp position peaked at $374K in Q4 2019.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Lido Advisors's 13F filing for Q1 2020, filed 13 May 2020.