PWLP
IBKC

Prio Wealth Limited Partnership’s IBERIABANK Corp IBKC Stock Holding History

Prio Wealth Limited Partnership’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
-6,600
Closed -$494K – 260
2019
Q4 		$494K Hold
6,600
– – 0.02% 174
2019
Q3 		$499K Sell
6,600
-30
-0.5% -$2.21K 0.02% 176
2019
Q2 		$502K Sell
6,630
-375
-5% -$28.5K 0.02% 171
2019
Q1 		$502K Hold
7,005
– – 0.02% 168
2018
Q4 		$450K Hold
7,005
– – 0.02% 164
2018
Q3 		$569K Sell
7,005
-575
-8% -$47.8K 0.03% 165
2018
Q2 		$574K Sell
7,580
-201,050
-96% -$15.8M 0.03% 159
2018
Q1 		$16.3M Sell
208,630
-9,167
-4% -$751K 0.81% 39
2017
Q4 		$16.9M Buy
217,797
+2,900
+1% +$223K 0.79% 41
2017
Q3 		$17.7M Sell
214,897
-5,848
-3% -$459K 0.86% 37
2017
Q2 		$18M Sell
220,745
-3,300
-1% -$262K 0.9% 34
2017
Q1 		$17.7M Sell
224,045
-3,004
-1% -$246K 0.91% 34
2016
Q4 		$19M Sell
227,049
-3,190
-1% -$244K 1.02% 33
2016
Q3 		$15.5M Buy
230,239
+655
+0.3% +$42.5K 0.82% 40
2016
Q2 		$13.7M Sell
229,584
-705
-0.3% -$40.9K 0.75% 45
2016
Q1 		$11.8M Sell
230,289
-3,831
-2% -$188K 0.64% 49
2015
Q4 		$12.9M Sell
234,120
-3,300
-1% -$197K 0.7% 47
2015
Q3 		$13.8M Buy
237,420
+1,535
+0.7% +$96.8K 0.78% 39
2015
Q2 		$16.1M Sell
235,885
-9,030
-4% -$591K 0.83% 37
2015
Q1 		$15.4M Sell
244,915
-165
-0.1% -$10.1K 0.76% 46
2014
Q4 		$15.9M Buy
245,080
+3,250
+1% +$212K 0.79% 44
2014
Q3 		$15.1M Sell
241,830
-2,457
-1% -$162K 0.78% 46
2014
Q2 		$16.9M Buy
244,287
+14,666
+6% +$960K 0.85% 42
2014
Q1 		$16.1M Sell
229,621
-1,869
-0.8% -$122K 0.82% 47
2013
Q4 		$14.5M Buy
231,490
+7,120
+3% +$424K 0.73% 52
2013
Q3 		$11.6M Buy
224,370
+22,585
+11% +$1.26M 0.66% 52
2013
Q2 		$10.8M Buy
+201,785
New +$10.1M 0.65% 53

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

Prio Wealth Limited Partnership's IBKC Position: Q1 2020 in Review

Prio Wealth Limited Partnership sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 6,600 shares — an estimated $494K sold.

Prio Wealth Limited Partnership first reported a position in IBKC in Q2 2013 and held it in 27 quarters. The position peaked at $19M in Q4 2016. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Prio Wealth Limited Partnership reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 6,600 IBERIABANK Corp shares in Q1 2020, an estimated $494K.
  • Prio Wealth Limited Partnership first reported a position in IBERIABANK Corp in Q2 2013 and held it in 27 quarters.
  • Prio Wealth Limited Partnership's IBERIABANK Corp position peaked at $19M in Q4 2016.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2020, filed 13 May 2020.