Nations Financial Group’s IBERIABANK Corp IBKC Stock Holding History

Nations Financial Group’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 Q2	–	Sell	-3,295	Closed	-$236K	–	184
2019 Q1	$236K	Buy	3,295 +18	+0.5%	+$1.34K	0.16%	151
2018 Q4	$211K	Buy	3,277 +17	+0.5%	+$1.25K	0.17%	150
2018 Q3	$265K	Buy	3,260 +15	+0.5%	+$1.25K	0.19%	137
2018 Q2	$246K	Buy	3,245 +16	+0.5%	+$1.26K	0.21%	136
2018 Q1	$252K	Buy	3,229 +14	+0.4%	+$1.15K	0.23%	125
2017 Q4	$249K	Buy	3,215 +16	+0.5%	+$1.23K	0.23%	127
2017 Q3	$263K	Buy	3,199 +14	+0.4%	+$1.1K	0.26%	122
2017 Q2	$260K	Buy	3,185 +14	+0.4%	+$1.11K	0.21%	138
2017 Q1	$251K	Buy	3,171 +14	+0.4%	+$1.15K	0.24%	122
2016 Q4	$264K	Buy	3,157 +17	+0.5%	+$1.3K	0.29%	107
2016 Q3	$211K	Buy	+3,140	New	+$204K	0.21%	145

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nations Financial Group's IBKC Position: Q2 2019 in Review

Nations Financial Group sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 3,295 shares — an estimated $236K sold.

Nations Financial Group first reported a position in IBKC in Q3 2016 and held it in 11 quarters. The position peaked at $265K in Q3 2018. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

Nations Financial Group reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
Nations Financial Group sold 3,295 IBERIABANK Corp shares in Q2 2019, an estimated $236K.
Nations Financial Group first reported a position in IBERIABANK Corp in Q3 2016 and held it in 11 quarters.
Nations Financial Group's IBERIABANK Corp position peaked at $265K in Q3 2018.
264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Nations Financial Group's 13F filing for Q2 2019, filed 13 Aug 2019.