Prospera Financial Services’s IBERIABANK Corp IBKC Stock Holding History

Prospera Financial Services’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	-2,925	Closed	-$219K	–	643
2019 Q4	$219K	Sell	2,925 -324	-10%	-$24.1K	0.02%	547
2019 Q3	$245K	Sell	3,249 -495	-13%	-$36.5K	0.03%	478
2019 Q2	$285K	Buy	+3,744	New	+$284K	0.03%	413
2018 Q4	–	Sell	-2,450	Closed	-$202K	–	454
2018 Q3	$202K	Sell	2,450 -1,224	-33%	-$102K	0.04%	398
2018 Q2	$284K	Hold	3,674	–	–	0.04%	360
2018 Q1	$291K	Hold	3,674	–	–	0.04%	347
2017 Q4	$286K	Hold	3,674	–	–	0.04%	322
2017 Q3	$300K	Hold	3,674	–	–	0.05%	323
2017 Q2	$301K	Buy	+3,674	New	+$292K	0.05%	310

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

Prospera Financial Services's IBKC Position: Q1 2020 in Review

Prospera Financial Services sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 2,925 shares — an estimated $219K sold.

Prospera Financial Services first reported a position in IBKC in Q2 2017 and held it in 9 quarters. The position peaked at $301K in Q2 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Prospera Financial Services reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Prospera Financial Services sold 2,925 IBERIABANK Corp shares in Q1 2020, an estimated $219K.
Prospera Financial Services first reported a position in IBERIABANK Corp in Q2 2017 and held it in 9 quarters.
Prospera Financial Services's IBERIABANK Corp position peaked at $301K in Q2 2017.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Prospera Financial Services's 13F filing for Q1 2020, filed 15 May 2020.