OPS
IBKC

Orion Portfolio Solutions’s IBERIABANK Corp IBKC Stock Holding History

Orion Portfolio Solutions’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
-191
Closed -$14K – 2470
2019
Q4 		$14K Buy
+191
New +$14.2K ﹤0.01% 900

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's IBKC Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 191 shares — an estimated $14K sold.

Orion Portfolio Solutions first reported a position in IBKC in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 191 IBERIABANK Corp shares in Q1 2020, an estimated $14K.
  • Orion Portfolio Solutions first reported a position in IBERIABANK Corp in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's IBERIABANK Corp position peaked at $14K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.