Oppenheimer Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Oppenheimer Asset 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
2020 Q1	–	Sell	-112	Closed	-$8K	–	1697
2019 Q4	$8K	Sell	112 -793	-88%	-$58.9K	﹤0.01%	1519
2019 Q3	$69K	Buy	905 +121	+15%	+$8.92K	﹤0.01%	1282
2019 Q2	$60K	Sell	784 -29	-4%	-$2.2K	﹤0.01%	1346
2019 Q1	$58K	Sell	813 -10	-1%	-$742	﹤0.01%	1338
2018 Q4	$53K	Buy	+823	New	+$60.4K	﹤0.01%	1337
2017 Q4	–	Sell	-746	Closed	-$61K	–	1583
2017 Q3	$61K	Sell	746 -4,091	-85%	-$321K	﹤0.01%	1319
2017 Q2	$394K	Sell	4,837 -3,251	-40%	-$258K	0.01%	848
2017 Q1	$640K	Buy	+8,088	New	+$663K	0.02%	718

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Oppenheimer Asset Management's IBKC Position: Q1 2020 in Review

Oppenheimer Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 112 shares — an estimated $8K sold.

Oppenheimer Asset Management first reported a position in IBKC in Q1 2017 and held it in 8 quarters. The position peaked at $640K in Q1 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Oppenheimer Asset Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Oppenheimer Asset Management sold 112 IBERIABANK Corp shares in Q1 2020, an estimated $8K.
Oppenheimer Asset Management first reported a position in IBERIABANK Corp in Q1 2017 and held it in 8 quarters.
Oppenheimer Asset Management's IBERIABANK Corp position peaked at $640K in Q1 2017.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Oppenheimer Asset Management's 13F filing for Q1 2020, filed 8 May 2020.