PI
IBKC

Putnam Investments’s IBERIABANK Corp IBKC Stock Holding History

Putnam Investments’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
-39,627
Closed -$2.96M – 958
2019
Q4 		$2.96M Sell
39,627
-600
-1% -$44.6K 0.01% 657
2019
Q3 		$3.04M Sell
40,227
-7,800
-16% -$575K 0.01% 626
2019
Q2 		$3.64M Sell
48,027
-15,700
-25% -$1.19M 0.01% 604
2019
Q1 		$4.57M Buy
63,727
+19,400
+44% +$1.44M 0.01% 531
2018
Q4 		$2.85M Buy
+44,327
New +$3.25M 0.01% 577
2018
Q3 		– Sell
-39,100
Closed -$2.96M – 1183
2018
Q2 		$2.96M Buy
39,100
+32,000
+451% +$2.52M 0.01% 638
2018
Q1 		$554K Buy
+7,100
New +$582K ﹤0.01% 940
2017
Q4 		– Sell
-62,743
Closed -$5.15M – 1222
2017
Q3 		$5.15M Sell
62,743
-2,757
-4% -$216K 0.01% 514
2017
Q2 		$5.34M Buy
65,500
+6,700
+11% +$532K 0.01% 498
2017
Q1 		$4.65M Sell
58,800
-12,300
-17% -$1.01M 0.01% 606
2016
Q4 		$5.96M Buy
71,100
+3,800
+6% +$291K 0.01% 521
2016
Q3 		$4.52M Sell
67,300
-5,100
-7% -$331K 0.01% 602
2016
Q2 		$4.32M Buy
72,400
+17,300
+31% +$1M 0.01% 689
2016
Q1 		$2.83M Buy
+55,100
New +$2.7M 0.01% 850

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

Putnam Investments's IBKC Position: Q1 2020 in Review

Putnam Investments sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 39,627 shares — an estimated $2.96M sold.

Putnam Investments first reported a position in IBKC in Q1 2016 and held it in 14 quarters. The position peaked at $5.96M in Q4 2016. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Putnam Investments reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Putnam Investments sold 39,627 IBERIABANK Corp shares in Q1 2020, an estimated $2.96M.
  • Putnam Investments first reported a position in IBERIABANK Corp in Q1 2016 and held it in 14 quarters.
  • Putnam Investments's IBERIABANK Corp position peaked at $5.96M in Q4 2016.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Putnam Investments's 13F filing for Q1 2020, filed 15 May 2020.