MC
IBKC

Middleton & Co’s IBERIABANK Corp IBKC Stock Holding History

Middleton & Co’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
-12,305
Closed -$930K – 142
2019
Q3 		$930K Sell
12,305
-75
-0.6% -$5.53K 0.14% 95
2019
Q2 		$939K Hold
12,380
– – 0.15% 96
2019
Q1 		$888K Hold
12,380
– – 0.14% 94
2018
Q4 		$796K Sell
12,380
-1,420
-10% -$104K 0.15% 94
2018
Q3 		$1.12M Hold
13,800
– – 0.18% 96
2018
Q2 		$1.05M Buy
13,800
+225
+2% +$17.7K 0.18% 96
2018
Q1 		$1.06M Hold
13,575
– – 0.19% 93
2017
Q4 		$1.05M Hold
13,575
– – 0.18% 101
2017
Q3 		$1.11M Buy
+13,575
New +$1.07M 0.2% 97

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

Middleton & Co's IBKC Position: Q4 2019 in Review

Middleton & Co sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 12,305 shares — an estimated $930K sold.

Middleton & Co first reported a position in IBKC in Q3 2017 and held it in 9 quarters. The position peaked at $1.12M in Q3 2018. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Middleton & Co reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Middleton & Co sold 12,305 IBERIABANK Corp shares in Q4 2019, an estimated $930K.
  • Middleton & Co first reported a position in IBERIABANK Corp in Q3 2017 and held it in 9 quarters.
  • Middleton & Co's IBERIABANK Corp position peaked at $1.12M in Q3 2018.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Middleton & Co's 13F filing for Q4 2019, filed 29 Jan 2020.