Northwestern Mutual Wealth Management
IBKC

Northwestern Mutual Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-585
Closed -$44K – 2787
2019
Q2 		$44K Sell
585
-73
-11% -$5.55K ﹤0.01% 1439
2019
Q1 		$47K Sell
658
-115
-15% -$8.54K ﹤0.01% 1374
2018
Q4 		$50K Sell
773
-16
-2% -$1.18K ﹤0.01% 1254
2018
Q3 		$64K Sell
789
-82
-9% -$6.82K ﹤0.01% 1212
2018
Q2 		$66K Sell
871
-290
-25% -$22.8K ﹤0.01% 1135
2018
Q1 		$91K Hold
1,161
– – ﹤0.01% 990
2017
Q4 		$90K Sell
1,161
-350
-23% -$26.9K ﹤0.01% 959
2017
Q3 		$124K Sell
1,511
-37
-2% -$2.9K ﹤0.01% 832
2017
Q2 		$126K Hold
1,548
– – ﹤0.01% 813
2017
Q1 		$122K Sell
1,548
-15
-1% -$1.23K ﹤0.01% 773
2016
Q4 		$131K Buy
+1,563
New +$120K ﹤0.01% 751
2016
Q3 		– Sell
-1,563
Closed -$93K – 1760
2016
Q2 		$93K Buy
1,563
+1,548
+10,320% +$89.9K ﹤0.01% 749
2016
Q1 		$1K Buy
+15
New +$735 ﹤0.01% 2069
2015
Q1 		– Sell
-62
Closed -$4K – 1901
2014
Q4 		$4K Buy
+62
New +$4.04K ﹤0.01% 1379

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management's IBKC Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 585 shares — an estimated $44K sold.

Northwestern Mutual Wealth Management first reported a position in IBKC in Q4 2014 and held it in 14 quarters. The position peaked at $131K in Q4 2016. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 585 IBERIABANK Corp shares in Q3 2019, an estimated $44K.
  • Northwestern Mutual Wealth Management first reported a position in IBERIABANK Corp in Q4 2014 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's IBERIABANK Corp position peaked at $131K in Q4 2016.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.