SWM
IBKC

SeaCrest Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-24
Closed -$2K – 2106
2019
Q1 		$2K Hold
24
– – ﹤0.01% 1971
2018
Q4 		$2K Buy
24
+21
+700% +$1.54K ﹤0.01% 1953
2018
Q3 		$0 Buy
+3
New +$249 ﹤0.01% 2375

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's IBKC Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in IBKC in Q3 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 24 IBERIABANK Corp shares in Q2 2019, an estimated $2K.
  • SeaCrest Wealth Management first reported a position in IBERIABANK Corp in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's IBERIABANK Corp position peaked at $2K in Q1 2019.
  • 264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.