RJFSA
IBKC

Raymond James Financial Services Advisors’s IBERIABANK Corp IBKC Stock Holding History

Raymond James Financial Services 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
2019
Q3 		– Sell
-3,345
Closed -$254K – 2960
2019
Q2 		$254K Sell
3,345
-112
-3% -$8.51K ﹤0.01% 2374
2019
Q1 		$248K Sell
3,457
-5,900
-63% -$438K ﹤0.01% 2373
2018
Q4 		$601K Sell
9,357
-28,050
-75% -$2.06M ﹤0.01% 1549
2018
Q3 		$3.04M Sell
37,407
-1,811
-5% -$151K 0.01% 858
2018
Q2 		$2.97M Sell
39,218
-145
-0.4% -$11.4K 0.02% 827
2018
Q1 		$3.07M Sell
39,363
-1,099
-3% -$90K 0.02% 752
2017
Q4 		$3.14M Sell
40,462
-1,533
-4% -$118K 0.02% 721
2017
Q3 		$3.45M Buy
41,995
+30,442
+263% +$2.39M 0.02% 678
2017
Q2 		$942K Sell
11,553
-71
-0.6% -$5.64K 0.01% 1322
2017
Q1 		$919K Buy
11,624
+225
+2% +$18.4K 0.01% 1238
2016
Q4 		$955K Buy
11,399
+81
+0.7% +$6.2K 0.01% 1143
2016
Q3 		$760K Sell
11,318
-5,086
-31% -$330K 0.01% 1253
2016
Q2 		$980K Buy
16,404
+7,322
+81% +$425K 0.01% 1055
2016
Q1 		$466K Buy
+9,082
New +$445K 0.01% 1289
2015
Q4 		– Sell
-10,432
Closed -$607K – 1645
2015
Q3 		$607K Buy
+10,432
New +$658K 0.01% 968

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial Services Advisors's IBKC Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 3,345 shares — an estimated $254K sold.

Raymond James Financial Services Advisors first reported a position in IBKC in Q3 2015 and held it in 15 quarters. The position peaked at $3.45M in Q3 2017. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,345 IBERIABANK Corp shares in Q3 2019, an estimated $254K.
  • Raymond James Financial Services Advisors first reported a position in IBERIABANK Corp in Q3 2015 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's IBERIABANK Corp position peaked at $3.45M in Q3 2017.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.