One Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-1,016	Closed	-$73K	–	555
2019 Q1	$73K	Buy	+1,016	New	+$75.4K	0.06%	206
2018 Q4	–	Sell	-1,023	Closed	-$84K	–	550
2018 Q3	$84K	Buy	1,023 +38	+4%	+$3.16K	0.06%	210
2018 Q2	$75K	Hold	985	–	–	0.06%	221
2018 Q1	$77K	Sell	985 -45	-4%	-$3.69K	0.07%	205
2017 Q4	$80K	Buy	+1,030	New	+$79.2K	0.07%	232

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

One Wealth Advisors's IBKC Position: Q2 2019 in Review

One Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 1,016 shares — an estimated $73K sold.

One Wealth Advisors first reported a position in IBKC in Q4 2017 and held it in 5 quarters. The position peaked at $84K in Q3 2018. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

One Wealth Advisors reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 1,016 IBERIABANK Corp shares in Q2 2019, an estimated $73K.
One Wealth Advisors first reported a position in IBERIABANK Corp in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's IBERIABANK Corp position peaked at $84K in Q3 2018.
264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.