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LS Investment Advisors’s International Bancshares IBOC Stock Holding History

LS Investment Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,996
Closed -$96K – 1094
2020
Q2 		$96K Buy
2,996
+162
+6% +$4.66K 0.01% 993
2020
Q1 		$76K Hold
2,834
– – 0.01% 994
2019
Q4 		$122K Hold
2,834
– – 0.01% 1048
2019
Q3 		$109K Buy
2,834
+123
+5% +$4.5K 0.01% 1042
2019
Q2 		$102K Sell
2,711
-190
-7% -$7.45K 0.01% 1069
2019
Q1 		$110K Sell
2,901
-122
-4% -$4.61K 0.01% 1052
2018
Q4 		$104K Sell
3,023
-66
-2% -$2.54K 0.01% 1030
2018
Q3 		$139K Hold
3,089
– – 0.01% 1010
2018
Q2 		$132K Buy
3,089
+49
+2% +$2.06K 0.01% 1054
2018
Q1 		$118K Sell
3,040
-528
-15% -$21.4K 0.01% 1066
2017
Q4 		$142K Sell
3,568
-638
-15% -$25.7K 0.01% 1042
2017
Q3 		$169K Sell
4,206
-249
-6% -$9K 0.01% 999
2017
Q2 		$156K Buy
4,455
+692
+18% +$24.4K 0.01% 983
2017
Q1 		$133K Sell
3,763
-133
-3% -$5.01K 0.01% 1022
2016
Q4 		$159K Buy
3,896
+155
+4% +$5.53K 0.01% 900
2016
Q3 		$111K Buy
3,741
+458
+14% +$13K 0.01% 978
2016
Q2 		$86K Buy
3,283
+1,430
+77% +$37.5K 0.01% 1043
2016
Q1 		$46K Hold
1,853
– – ﹤0.01% 1204
2015
Q4 		$48K Hold
1,853
– – ﹤0.01% 1174
2015
Q3 		$46K Hold
1,853
– – ﹤0.01% 1173
2015
Q2 		$50K Buy
+1,853
New +$49.2K ﹤0.01% 1167

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LS Investment Advisors's IBOC Position: Q3 2020 in Review

LS Investment Advisors sold out of International Bancshares (IBOC) in Q3 2020, closing a stake of 2,996 shares — an estimated $96K sold.

LS Investment Advisors first reported a position in IBOC in Q2 2015 and held it in 21 quarters. The position peaked at $169K in Q3 2017. 172 funds tracked by Wall St. Rank hold IBOC as of Q3 2020.

  • LS Investment Advisors reported no remaining International Bancshares position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,996 International Bancshares shares in Q3 2020, an estimated $96K.
  • LS Investment Advisors first reported a position in International Bancshares in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's International Bancshares position peaked at $169K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held International Bancshares as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.