SFMG Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,258
| Closed | -$239K | – | 192 |
|
|
2020
Q2 | $239K | Buy |
+5,258
| New | +$217K | 0.03% | 140 |
|
|
2020
Q1 | – | Sell |
-7,110
| Closed | -$532K | – | 187 |
|
|
2019
Q4 | $532K | Buy |
7,110
+54
| +0.8% | +$4.01K | 0.07% | 103 |
|
|
2019
Q3 | $533K | Hold |
7,056
| – | – | 0.07% | 87 |
|
|
2019
Q2 | $553K | Sell |
7,056
-615
| -8% | -$46.7K | 0.08% | 81 |
|
|
2019
Q1 | $550K | Sell |
7,671
-913
| -11% | -$67.8K | 0.08% | 71 |
|
|
2018
Q4 | $552K | Hold |
8,584
| – | – | 0.09% | 65 |
|
|
2018
Q3 | $651K | Sell |
8,584
-2,156
| -20% | -$179K | 0.1% | 55 |
|
|
2018
Q2 | $814K | Sell |
10,740
-3,094
| -22% | -$244K | 0.13% | 53 |
|
|
2018
Q1 | $1.08M | Sell |
13,834
-1,970
| -12% | -$161K | 0.18% | 42 |
|
|
2017
Q4 | $1.23M | Sell |
15,804
-923
| -6% | -$70.9K | 0.2% | 37 |
|
|
2017
Q3 | $1.37M | Buy |
16,727
+157
| +0.9% | +$12.3K | 0.27% | 32 |
|
|
2017
Q2 | $1.35M | Sell |
16,570
-814
| -5% | -$64.6K | 0.28% | 30 |
|
|
2017
Q1 | $1.38M | Sell |
17,384
-81
| -0.5% | -$6.64K | 0.28% | 31 |
|
|
2016
Q4 | $1.46M | Sell |
17,465
-5,760
| -25% | -$441K | 0.31% | 32 |
|
|
2016
Q3 | $1.56M | Sell |
23,225
-1,034
| -4% | -$67.2K | 0.34% | 35 |
|
|
2016
Q2 | $1.45M | Sell |
24,259
-3,513
| -13% | -$204K | 0.32% | 33 |
|
|
2016
Q1 | $1.42M | Buy |
27,772
+238
| +0.9% | +$11.7K | 0.31% | 37 |
|
|
2015
Q4 | $1.52M | Hold |
27,534
| – | – | 0.35% | 37 |
|
|
2015
Q3 | $1.6M | Sell |
27,534
-792
| -3% | -$49.9K | 0.39% | 33 |
|
|
2015
Q2 | $1.93M | Sell |
28,326
-115,051
| -80% | -$7.54M | 0.43% | 30 |
|
|
2015
Q1 | $9.04M | Buy |
143,377
+102,636
| +252% | +$6.27M | 0.73% | 17 |
|
|
2014
Q4 | $2.64M | Sell |
40,741
-1,393
| -3% | -$90.7K | 0.59% | 20 |
|
|
2014
Q3 | $2.63M | Buy |
+42,134
| New | +$2.78M | 0.82% | 17 |
|
SFMG Wealth Advisors's IBKC Position: Q3 2020 in Review
SFMG Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 5,258 shares — an estimated $239K sold.
SFMG Wealth Advisors first reported a position in IBKC in Q3 2014 and held it in 23 quarters. The position peaked at $9.04M in Q1 2015. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.
- SFMG Wealth Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
- SFMG Wealth Advisors sold 5,258 IBERIABANK Corp shares in Q3 2020, an estimated $239K.
- SFMG Wealth Advisors first reported a position in IBERIABANK Corp in Q3 2014 and held it in 23 quarters.
- SFMG Wealth Advisors's IBERIABANK Corp position peaked at $9.04M in Q1 2015.
- 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.
Based on SFMG Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.