RQS
IBKC

Ramsey Quantitative Systems’s IBERIABANK Corp IBKC Stock Holding History

Ramsey Quantitative Systems’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
2018
Q4 		– Sell
-3,949
Closed -$321K – 428
2018
Q3 		$321K Sell
3,949
-4,412
-53% -$367K 0.32% 115
2018
Q2 		$634K Buy
8,361
+5,073
+154% +$400K 0.64% 10
2018
Q1 		$256K Buy
+3,288
New +$269K 0.27% 134
2017
Q1 		– Sell
-6,041
Closed -$506K – 184
2016
Q4 		$506K Buy
+6,041
New +$463K 0.69% 47

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ramsey Quantitative Systems's IBKC Position: Q4 2018 in Review

Ramsey Quantitative Systems sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 3,949 shares — an estimated $321K sold.

Ramsey Quantitative Systems first reported a position in IBKC in Q4 2016 and held it in 4 quarters. The position peaked at $634K in Q2 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Ramsey Quantitative Systems reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 3,949 IBERIABANK Corp shares in Q4 2018, an estimated $321K.
  • Ramsey Quantitative Systems first reported a position in IBERIABANK Corp in Q4 2016 and held it in 4 quarters.
  • Ramsey Quantitative Systems's IBERIABANK Corp position peaked at $634K in Q2 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Ramsey Quantitative Systems's 13F filing for Q4 2018, filed 7 Feb 2019.