SFS
IBKC

Sowell Financial Services’s IBERIABANK Corp IBKC Stock Holding History

Sowell Financial Services’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
-22
Closed -$2K – 2819
2019
Q4 		$2K Buy
+22
New +$1.63K ﹤0.01% 2270

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's IBKC Position: Q1 2020 in Review

Sowell Financial Services sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in IBKC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 243 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Sowell Financial Services reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 22 IBERIABANK Corp shares in Q1 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in IBERIABANK Corp in Q4 2019 and held it in 1 quarter.
  • Sowell Financial Services's IBERIABANK Corp position peaked at $2K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.