MWNA
IBKC

Marshall Wace North America’s IBERIABANK Corp IBKC Stock Holding History

Marshall Wace North America’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
Q2 		– Sell
-40,654
Closed -$1.47M – 1623
2020
Q1 		$1.47M Buy
+40,654
New +$2.53M 0.01% 543
2018
Q2 		– Sell
-28,787
Closed -$2.25M – 1860
2018
Q1 		$2.25M Sell
28,787
-77,865
-73% -$6.38M 0.01% 787
2017
Q4 		$8.27M Buy
106,652
+95,237
+834% +$7.32M 0.05% 438
2017
Q3 		$936K Buy
+11,415
New +$896K 0.01% 964
2017
Q2 		– Sell
-37,607
Closed -$2.97M – 1517
2017
Q1 		$2.97M Buy
+37,607
New +$3.08M 0.02% 500

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Marshall Wace North America's IBKC Position: Q2 2020 in Review

Marshall Wace North America sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 40,654 shares — an estimated $1.47M sold.

Marshall Wace North America first reported a position in IBKC in Q1 2017 and held it in 5 quarters. The position peaked at $8.27M in Q4 2017. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Marshall Wace North America reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace North America sold 40,654 IBERIABANK Corp shares in Q2 2020, an estimated $1.47M.
  • Marshall Wace North America first reported a position in IBERIABANK Corp in Q1 2017 and held it in 5 quarters.
  • Marshall Wace North America's IBERIABANK Corp position peaked at $8.27M in Q4 2017.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.