SFI
IBKC

Susquehanna Fundamental Investments’s IBERIABANK Corp IBKC Stock Holding History

Susquehanna Fundamental Investments’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
2019
Q3 		– Sell
-6,900
Closed -$523K – 404
2019
Q2 		$523K Buy
6,900
+1,300
+23% +$98.8K 0.06% 243
2019
Q1 		$402K Buy
+5,600
New +$416K 0.05% 297

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna Fundamental Investments's IBKC Position: Q3 2019 in Review

Susquehanna Fundamental Investments sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 6,900 shares — an estimated $523K sold.

Susquehanna Fundamental Investments first reported a position in IBKC in Q1 2019 and held it in 2 quarters. The position peaked at $523K in Q2 2019. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Susquehanna Fundamental Investments reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 6,900 IBERIABANK Corp shares in Q3 2019, an estimated $523K.
  • Susquehanna Fundamental Investments first reported a position in IBERIABANK Corp in Q1 2019 and held it in 2 quarters.
  • Susquehanna Fundamental Investments's IBERIABANK Corp position peaked at $523K in Q2 2019.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2019, filed 14 Nov 2019.