SFM
IBKC

Systematic Financial Management’s IBERIABANK Corp IBKC Stock Holding History

Systematic Financial Management’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
Q4 		– Sell
-7,475
Closed -$565K – 594
2019
Q3 		$565K Sell
7,475
-9,135
-55% -$674K 0.03% 287
2019
Q2 		$1.26M Sell
16,610
-9,610
-37% -$730K 0.05% 236
2019
Q1 		$1.88M Buy
26,220
+16,700
+175% +$1.24M 0.06% 241
2018
Q4 		$612K Sell
9,520
-4,370
-31% -$321K 0.02% 566
2018
Q3 		$1.13M Buy
13,890
+1,335
+11% +$111K 0.03% 548
2018
Q2 		$952K Sell
12,555
-18,070
-59% -$1.42M 0.02% 555
2018
Q1 		$2.39M Buy
30,625
+18,075
+144% +$1.48M 0.05% 261
2017
Q4 		$973K Sell
12,550
-277,260
-96% -$21.3M 0.02% 547
2017
Q3 		$23.8M Sell
289,810
-112,850
-28% -$8.86M 0.48% 64
2017
Q2 		$32.8M Sell
402,660
-10,810
-3% -$858K 0.61% 40
2017
Q1 		$32.7M Buy
413,470
+172,060
+71% +$14.1M 0.58% 46
2016
Q4 		$20.2M Buy
241,410
+107,330
+80% +$8.22M 0.32% 89
2016
Q3 		$9M Buy
+134,080
New +$8.71M 0.13% 200
2016
Q1 		– Sell
-64,820
Closed -$3.57M – 652
2015
Q4 		$3.57M Hold
64,820
– – 0.04% 292
2015
Q3 		$3.77M Sell
64,820
-65,615
-50% -$4.14M 0.04% 309
2015
Q2 		$8.9M Sell
130,435
-60
-0% -$3.93K 0.08% 266
2015
Q1 		$8.22M Sell
130,495
-42,980
-25% -$2.63M 0.07% 285
2014
Q4 		$11.2M Sell
173,475
-775
-0.4% -$50.5K 0.08% 257
2014
Q3 		$10.9M Buy
174,250
+775
+0.4% +$51.2K 0.08% 253
2014
Q2 		$12M Sell
173,475
-325
-0.2% -$21.3K 0.08% 253
2014
Q1 		$12.2M Buy
173,800
+14,550
+9% +$952K 0.08% 252
2013
Q4 		$10M Buy
159,250
+86,150
+118% +$5.13M 0.07% 264
2013
Q3 		$3.79M Sell
73,100
-575
-0.8% -$32K 0.03% 345
2013
Q2 		$3.95M Buy
+73,675
New +$3.68M 0.03% 334

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Systematic Financial Management's IBKC Position: Q4 2019 in Review

Systematic Financial Management sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 7,475 shares — an estimated $565K sold.

Systematic Financial Management first reported a position in IBKC in Q2 2013 and held it in 24 quarters. The position peaked at $32.8M in Q2 2017. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Systematic Financial Management reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 7,475 IBERIABANK Corp shares in Q4 2019, an estimated $565K.
  • Systematic Financial Management first reported a position in IBERIABANK Corp in Q2 2013 and held it in 24 quarters.
  • Systematic Financial Management's IBERIABANK Corp position peaked at $32.8M in Q2 2017.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.