SWP
IBKC

Stratos Wealth Partners’s IBERIABANK Corp IBKC Stock Holding History

Stratos Wealth Partners’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
-300
Closed -$24K – 2847
2018
Q3 		$24K Buy
+300
New +$24.9K ﹤0.01% 1799
2018
Q2 		– Sell
-370
Closed -$29K – 2932
2018
Q1 		$29K Buy
370
+70
+23% +$5.74K ﹤0.01% 1861
2017
Q4 		$23K Buy
+300
New +$23.1K ﹤0.01% 1858

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

Stratos Wealth Partners's IBKC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 300 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in IBKC in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 IBERIABANK Corp shares in Q4 2018, an estimated $24K.
  • Stratos Wealth Partners first reported a position in IBERIABANK Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's IBERIABANK Corp position peaked at $29K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.