MYIA
IBKC

Mount Yale Investment Advisors’s IBERIABANK Corp IBKC Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-252
Closed -$19K – 897
2018
Q3 		$19K Buy
252
+58
+30% +$4.82K ﹤0.01% 795
2018
Q2 		$15K Hold
194
– – ﹤0.01% 844
2018
Q1 		$15K Buy
+194
New +$15.9K ﹤0.01% 817

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's IBKC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 252 shares — an estimated $19K sold.

Mount Yale Investment Advisors first reported a position in IBKC in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 252 IBERIABANK Corp shares in Q4 2018, an estimated $19K.
  • Mount Yale Investment Advisors first reported a position in IBERIABANK Corp in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's IBERIABANK Corp position peaked at $19K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.