MSL
IBKC

Mackay Shields LLC’s IBERIABANK Corp IBKC Stock Holding History

Mackay Shields LLC’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 		– Sell
-31,107
Closed -$2.35M – 1513
2019
Q3 		$2.35M Sell
31,107
-41,200
-57% -$3.04M 0.01% 837
2019
Q2 		$5.49M Buy
72,307
+41,393
+134% +$3.14M 0.04% 485
2019
Q1 		$2.22M Sell
30,914
-100
-0.3% -$7.42K 0.02% 665
2018
Q4 		$1.99M Sell
31,014
-22,586
-42% -$1.66M 0.02% 672
2018
Q3 		$4.36M Sell
53,600
-300
-0.6% -$24.9K 0.03% 473
2018
Q2 		$4.09M Sell
53,900
-700
-1% -$55.1K 0.03% 534
2018
Q1 		$4.26M Buy
+54,600
New +$4.47M 0.03% 539

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

Mackay Shields LLC's IBKC Position: Q4 2019 in Review

Mackay Shields LLC sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 31,107 shares — an estimated $2.35M sold.

Mackay Shields LLC first reported a position in IBKC in Q1 2018 and held it in 7 quarters. The position peaked at $5.49M in Q2 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Mackay Shields LLC reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Mackay Shields LLC sold 31,107 IBERIABANK Corp shares in Q4 2019, an estimated $2.35M.
  • Mackay Shields LLC first reported a position in IBERIABANK Corp in Q1 2018 and held it in 7 quarters.
  • Mackay Shields LLC's IBERIABANK Corp position peaked at $5.49M in Q2 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Mackay Shields LLC's 13F filing for Q4 2019, filed 11 Feb 2020.