PAMG
IBKC

Patton Albertson Miller Group’s IBERIABANK Corp IBKC Stock Holding History

Patton Albertson Miller 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
-5,234
Closed -$392K – 239
2019
Q4 		$392K Hold
5,234
– – 0.1% 181
2019
Q3 		$395K Hold
5,234
– – 0.11% 180
2019
Q2 		$377K Buy
+5,234
New +$398K 0.11% 178

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

Patton Albertson Miller Group's IBKC Position: Q1 2020 in Review

Patton Albertson Miller Group sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 5,234 shares — an estimated $392K sold.

Patton Albertson Miller Group first reported a position in IBKC in Q2 2019 and held it in 3 quarters. The position peaked at $395K in Q3 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Patton Albertson Miller Group reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 5,234 IBERIABANK Corp shares in Q1 2020, an estimated $392K.
  • Patton Albertson Miller Group first reported a position in IBERIABANK Corp in Q2 2019 and held it in 3 quarters.
  • Patton Albertson Miller Group's IBERIABANK Corp position peaked at $395K in Q3 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Patton Albertson Miller Group's 13F filing for Q1 2020, filed 22 May 2020.