PA
IBKC

Profund Advisors’s IBERIABANK Corp IBKC Stock Holding History

Profund Advisors’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
-3,307
Closed -$247K – 1243
2019
Q4 		$247K Buy
3,307
+446
+16% +$33.1K 0.01% 1056
2019
Q3 		$216K Buy
+2,861
New +$211K 0.01% 1138
2018
Q4 		– Sell
-2,612
Closed -$212K – 1517
2018
Q3 		$212K Sell
2,612
-237
-8% -$19.7K 0.01% 1418
2018
Q2 		$216K Sell
2,849
-1,160
-29% -$91.4K 0.01% 1377
2018
Q1 		$313K Sell
4,009
-267
-6% -$21.9K 0.01% 1112
2017
Q4 		$331K Buy
4,276
+1,611
+60% +$124K 0.01% 1074
2017
Q3 		$219K Buy
2,665
+30
+1% +$2.36K 0.01% 1296
2017
Q2 		$215K Sell
2,635
-1,314
-33% -$104K 0.01% 1318
2017
Q1 		$312K Buy
3,949
+187
+5% +$15.3K 0.01% 1139
2016
Q4 		$315K Buy
+3,762
New +$288K 0.01% 1202
2014
Q3 		– Sell
-3,216
Closed -$223K – 1489
2014
Q2 		$223K Sell
3,216
-378
-11% -$24.8K 0.01% 1380
2014
Q1 		$252K Buy
+3,594
New +$235K 0.01% 1316

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

Profund Advisors's IBKC Position: Q1 2020 in Review

Profund Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 3,307 shares — an estimated $247K sold.

Profund Advisors first reported a position in IBKC in Q1 2014 and held it in 12 quarters. The position peaked at $331K in Q4 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Profund Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Profund Advisors sold 3,307 IBERIABANK Corp shares in Q1 2020, an estimated $247K.
  • Profund Advisors first reported a position in IBERIABANK Corp in Q1 2014 and held it in 12 quarters.
  • Profund Advisors's IBERIABANK Corp position peaked at $331K in Q4 2017.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Profund Advisors's 13F filing for Q1 2020, filed 15 May 2020.