Marshall Wace
IBKC

Marshall Wace’s IBERIABANK Corp IBKC Stock Holding History

Marshall Wace’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
-21,415
Closed -$774K – 2114
2020
Q1 		$774K Buy
+21,415
New +$1.33M 0.01% 875
2018
Q2 		– Sell
-8,207
Closed -$640K – 898
2018
Q1 		$640K Buy
8,207
+2,415
+42% +$198K 0.03% 313
2017
Q4 		$449K Buy
+5,792
New +$445K 0.02% 311
2016
Q3 		– Sell
-13,709
Closed -$819K – 1211
2016
Q2 		$819K Buy
+13,709
New +$796K 0.01% 749
2016
Q1 		– Sell
-12,106
Closed -$667K – 1254
2015
Q4 		$667K Buy
+12,106
New +$723K 0.01% 765
2015
Q2 		– Sell
-315,615
Closed -$19.9M – 1106
2015
Q1 		$19.9M Buy
315,615
+286,894
+999% +$17.5M 0.26% 111
2014
Q4 		$1.86M Buy
28,721
+9,884
+52% +$644K 0.02% 472
2014
Q3 		$1.18M Buy
+18,837
New +$1.24M 0.02% 528

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's IBKC Position: Q2 2020 in Review

Marshall Wace sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 21,415 shares — an estimated $774K sold.

Marshall Wace first reported a position in IBKC in Q3 2014 and held it in 8 quarters. The position peaked at $19.9M in Q1 2015. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Marshall Wace reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Marshall Wace sold 21,415 IBERIABANK Corp shares in Q2 2020, an estimated $774K.
  • Marshall Wace first reported a position in IBERIABANK Corp in Q3 2014 and held it in 8 quarters.
  • Marshall Wace's IBERIABANK Corp position peaked at $19.9M in Q1 2015.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

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