TrueWealth LLC’s IBERIABANK Corp IBKC Stock Holding History

TrueWealth LLC’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 Q2	–	Sell	-163	Closed	-$6K	–	798
2020 Q1	$6K	Hold	163	–	–	﹤0.01%	536
2019 Q4	$12K	Buy	163 +49	+43%	+$3.64K	﹤0.01%	443
2019 Q3	$9K	Hold	114	–	–	﹤0.01%	478
2019 Q2	$9K	Hold	114	–	–	﹤0.01%	481
2019 Q1	$8K	Hold	114	–	–	﹤0.01%	504
2018 Q4	$7K	Hold	114	–	–	﹤0.01%	498
2018 Q3	$9K	Hold	114	–	–	﹤0.01%	521
2018 Q2	$9K	Hold	114	–	–	﹤0.01%	517
2018 Q1	$9K	Hold	114	–	–	﹤0.01%	482
2017 Q4	$9K	Buy	+114	New	+$8.76K	﹤0.01%	542

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

TrueWealth LLC's IBKC Position: Q2 2020 in Review

TrueWealth LLC sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 163 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in IBKC in Q4 2017 and held it in 10 quarters. The position peaked at $12K in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

TrueWealth LLC reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 163 IBERIABANK Corp shares in Q2 2020, an estimated $6K.
TrueWealth LLC first reported a position in IBERIABANK Corp in Q4 2017 and held it in 10 quarters.
TrueWealth LLC's IBERIABANK Corp position peaked at $12K in Q4 2019.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.