NEI
IBKC

Northwest & Ethical Investments’s IBERIABANK Corp IBKC Stock Holding History

Northwest & Ethical Investments’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
-31,445
Closed -$1.14M – 429
2020
Q1 		$1.14M Sell
31,445
-10,141
-24% -$631K 0.07% 276
2019
Q4 		$3.11M Hold
41,586
– – 0.14% 191
2019
Q3 		$3.14M Sell
41,586
-2,422
-6% -$179K 0.15% 180
2019
Q2 		$3.34M Buy
+44,008
New +$3.34M 0.17% 173

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

Northwest & Ethical Investments's IBKC Position: Q2 2020 in Review

Northwest & Ethical Investments sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 31,445 shares — an estimated $1.14M sold.

Northwest & Ethical Investments first reported a position in IBKC in Q2 2019 and held it in 4 quarters. The position peaked at $3.34M in Q2 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Northwest & Ethical Investments reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 31,445 IBERIABANK Corp shares in Q2 2020, an estimated $1.14M.
  • Northwest & Ethical Investments first reported a position in IBERIABANK Corp in Q2 2019 and held it in 4 quarters.
  • Northwest & Ethical Investments's IBERIABANK Corp position peaked at $3.34M in Q2 2019.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Northwest & Ethical Investments's 13F filing for Q2 2020, filed 8 Jul 2025.