SLF
IBKC

Sun Life Financial’s IBERIABANK Corp IBKC Stock Holding History

Sun Life Financial’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
-10,000
Closed -$748K – 472
2019
Q4 		$748K Hold
10,000
– – 0.2% 50
2019
Q3 		$755K Hold
10,000
– – 0.19% 78
2019
Q2 		$759K Hold
10,000
– – 0.19% 48
2019
Q1 		$717K Sell
10,000
-5,000
-33% -$371K 0.16% 82
2018
Q4 		$964K Buy
+15,000
New +$1.1M 0.2% 74
2018
Q3 		– Sell
-10,012
Closed -$759K – 646
2018
Q2 		$759K Buy
10,012
+9,215
+1,156% +$726K 0.11% 97
2018
Q1 		$10.2K Sell
797
-9,415
-92% -$771K 0.09% 101
2017
Q4 		$791K Buy
+10,212
New +$785K 0.08% 96

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sun Life Financial's IBKC Position: Q1 2020 in Review

Sun Life Financial sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 10,000 shares — an estimated $748K sold.

Sun Life Financial first reported a position in IBKC in Q4 2017 and held it in 8 quarters. The position peaked at $964K in Q4 2018. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Sun Life Financial reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Sun Life Financial sold 10,000 IBERIABANK Corp shares in Q1 2020, an estimated $748K.
  • Sun Life Financial first reported a position in IBERIABANK Corp in Q4 2017 and held it in 8 quarters.
  • Sun Life Financial's IBERIABANK Corp position peaked at $964K in Q4 2018.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

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