MassMutual Private Wealth & Trust’s IBERIABANK Corp IBKC Stock Holding History

MassMutual Private Wealth & Trust’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	-146	Closed	-$11K	–	830
2019 Q4	$11K	Hold	146	–	–	﹤0.01%	617
2019 Q3	$11K	Hold	146	–	–	﹤0.01%	584
2019 Q2	$11K	Hold	146	–	–	﹤0.01%	571
2019 Q1	$10.5K	Hold	146	–	–	﹤0.01%	584
2018 Q4	$9.38K	Buy	+146	New	+$10.7K	﹤0.01%	571
2018 Q3	–	Sell	-11	Closed	-$834	–	1151
2018 Q2	$834	Buy	+11	New	+$867	﹤0.01%	1027

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

MassMutual Private Wealth & Trust's IBKC Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 146 shares — an estimated $11K sold.

MassMutual Private Wealth & Trust first reported a position in IBKC in Q2 2018 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

MassMutual Private Wealth & Trust reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 146 IBERIABANK Corp shares in Q1 2020, an estimated $11K.
MassMutual Private Wealth & Trust first reported a position in IBERIABANK Corp in Q2 2018 and held it in 6 quarters.
MassMutual Private Wealth & Trust's IBERIABANK Corp position peaked at $11K in Q4 2019.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.