OTA Financial Group’s IBERIABANK Corp IBKC Stock Holding History

OTA Financial Group’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	-13,377	Closed	-$1M	–	78
2019 Q4	$1M	Buy	+13,377	New	+$994K	0.67%	23

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

OTA Financial Group's IBKC Position: Q1 2020 in Review

OTA Financial Group sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 13,377 shares — an estimated $1M sold.

OTA Financial Group first reported a position in IBKC in Q4 2019 and held it in 1 quarter. The position peaked at $1M in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

OTA Financial Group reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
OTA Financial Group sold 13,377 IBERIABANK Corp shares in Q1 2020, an estimated $1M.
OTA Financial Group first reported a position in IBERIABANK Corp in Q4 2019 and held it in 1 quarter.
OTA Financial Group's IBERIABANK Corp position peaked at $1M in Q4 2019.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.