Summit Financial 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 |
-9,887
| Closed | -$426K | – | 129 |
|
|
2020
Q2 | $426K | Sell |
9,887
-17,287
| -64% | -$714K | 0.11% | 81 |
|
|
2020
Q1 | $958K | Buy |
27,174
+1,052
| +4% | +$65.5K | 0.3% | 49 |
|
|
2019
Q4 | $1.93M | Buy |
26,122
+511
| +2% | +$38K | 0.47% | 44 |
|
|
2019
Q3 | $1.91M | Buy |
25,611
+4
| +0% | +$295 | 0.47% | 48 |
|
|
2019
Q2 | $1.94M | Buy |
25,607
+12,936
| +102% | +$983K | 0.48% | 52 |
|
|
2019
Q1 | $920K | Buy |
12,671
+340
| +3% | +$25.2K | 0.24% | 67 |
|
|
2018
Q4 | $793K | Hold |
12,331
| – | – | 0.26% | 63 |
|
|
2018
Q3 | $957K | Buy |
12,331
+2,917
| +31% | +$243K | 0.29% | 62 |
|
|
2018
Q2 | $734K | Hold |
9,414
| – | – | 0.25% | 71 |
|
|
2018
Q1 | $734K | Hold |
9,414
| – | – | 0.24% | 72 |
|
|
2017
Q4 | $730K | Buy |
9,414
+55
| +0.6% | +$4.23K | 0.25% | 73 |
|
|
2017
Q3 | $769K | Buy |
9,359
+50
| +0.5% | +$3.93K | 0.28% | 74 |
|
|
2017
Q2 | $759K | Buy |
9,309
+52
| +0.6% | +$4.13K | 0.3% | 75 |
|
|
2017
Q1 | $732K | Buy |
9,257
+501
| +6% | +$41.1K | 0.32% | 75 |
|
|
2016
Q4 | $733K | Sell |
8,756
-791
| -8% | -$60.6K | 0.32% | 76 |
|
|
2016
Q3 | $641K | Sell |
9,547
-700
| -7% | -$45.5K | 0.28% | 80 |
|
|
2016
Q2 | $612K | Sell |
10,247
-50
| -0.5% | -$2.9K | 0.26% | 80 |
|
|
2016
Q1 | $528K | Sell |
10,297
-205
| -2% | -$10K | 0.23% | 79 |
|
|
2015
Q4 | $578K | Buy |
10,502
+499
| +5% | +$29.8K | 0.26% | 73 |
|
|
2015
Q3 | $582K | Hold |
10,003
| – | – | 0.38% | 51 |
|
|
2015
Q2 | $682K | Hold |
10,003
| – | – | 0.42% | 47 |
|
|
2015
Q1 | $645K | Buy |
10,003
+4,300
| +75% | +$263K | 0.44% | 39 |
|
|
2014
Q4 | $370K | Buy |
+5,703
| New | +$371K | 0.26% | 50 |
|
Summit Financial Wealth Advisors's IBKC Position: Q3 2020 in Review
Summit Financial Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 9,887 shares — an estimated $426K sold.
Summit Financial Wealth Advisors first reported a position in IBKC in Q4 2014 and held it in 23 quarters. The position peaked at $1.94M in Q2 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.
- Summit Financial Wealth Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
- Summit Financial Wealth Advisors sold 9,887 IBERIABANK Corp shares in Q3 2020, an estimated $426K.
- Summit Financial Wealth Advisors first reported a position in IBERIABANK Corp in Q4 2014 and held it in 23 quarters.
- Summit Financial Wealth Advisors's IBERIABANK Corp position peaked at $1.94M in Q2 2019.
- 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.
Based on Summit Financial Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.