PG
IBKC

Pendal Group’s IBERIABANK Corp IBKC Stock Holding History

Pendal 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
2019
Q4 		– Sell
-15,294
Closed -$1.16M – 524
2019
Q3 		$1.16M Sell
15,294
-1,304
-8% -$96.2K 0.02% 266
2019
Q2 		$1.26M Buy
16,598
+911
+6% +$69.2K 0.02% 259
2019
Q1 		$1.12M Hold
15,687
– – 0.02% 278
2018
Q4 		$1.01M Buy
+15,687
New +$1.15M 0.02% 264

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pendal Group's IBKC Position: Q4 2019 in Review

Pendal Group sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 15,294 shares — an estimated $1.16M sold.

Pendal Group first reported a position in IBKC in Q4 2018 and held it in 4 quarters. The position peaked at $1.26M in Q2 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Pendal Group reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Pendal Group sold 15,294 IBERIABANK Corp shares in Q4 2019, an estimated $1.16M.
  • Pendal Group first reported a position in IBERIABANK Corp in Q4 2018 and held it in 4 quarters.
  • Pendal Group's IBERIABANK Corp position peaked at $1.26M in Q2 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Pendal Group's 13F filing for Q4 2019, filed 6 Feb 2020.