UBS Group’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 |
-15,845
| Closed | -$721K | – | 8828 |
|
|
2020
Q2 | $721K | Sell |
15,845
-19,535
| -55% | -$807K | ﹤0.01% | 3817 |
|
|
2020
Q1 | $1.28M | Sell |
35,380
-22,895
| -39% | -$1.43M | ﹤0.01% | 3139 |
|
|
2019
Q4 | $4.36M | Sell |
58,275
-16,710
| -22% | -$1.24M | ﹤0.01% | 2725 |
|
|
2019
Q3 | $5.66M | Buy |
74,985
+47,084
| +169% | +$3.47M | ﹤0.01% | 2268 |
|
|
2019
Q2 | $2.12M | Sell |
27,901
-10,985
| -28% | -$835K | ﹤0.01% | 3097 |
|
|
2019
Q1 | $2.79M | Buy |
38,886
+3,838
| +11% | +$285K | ﹤0.01% | 2693 |
|
|
2018
Q4 | $2.25M | Sell |
35,048
-7,764
| -18% | -$570K | ﹤0.01% | 2919 |
|
|
2018
Q3 | $3.48M | Buy |
42,812
+22,743
| +113% | +$1.89M | ﹤0.01% | 2692 |
|
|
2018
Q2 | $1.52M | Sell |
20,069
-22,932
| -53% | -$1.81M | ﹤0.01% | 3413 |
|
|
2018
Q1 | $3.35M | Buy |
43,001
+6,023
| +16% | +$493K | ﹤0.01% | 2682 |
|
|
2017
Q4 | $2.87M | Buy |
36,978
+6,104
| +20% | +$469K | ﹤0.01% | 2878 |
|
|
2017
Q3 | $2.54M | Buy |
30,874
+10,699
| +53% | +$840K | ﹤0.01% | 2906 |
|
|
2017
Q2 | $1.65M | Sell |
20,175
-10,282
| -34% | -$816K | ﹤0.01% | 3179 |
|
|
2017
Q1 | $2.41M | Sell |
30,457
-6,415
| -17% | -$526K | ﹤0.01% | 2770 |
|
|
2016
Q4 | $3.09M | Buy |
36,872
+13,573
| +58% | +$1.04M | ﹤0.01% | 2523 |
|
|
2016
Q3 | $1.56M | Buy |
23,299
+902
| +4% | +$58.6K | ﹤0.01% | 3064 |
|
|
2016
Q2 | $1.34M | Buy |
22,397
+782
| +4% | +$45.4K | ﹤0.01% | 3132 |
|
|
2016
Q1 | $1.11M | Sell |
21,615
-2,175
| -9% | -$107K | ﹤0.01% | 3156 |
|
|
2015
Q4 | $1.31M | Sell |
23,790
-349
| -1% | -$20.8K | ﹤0.01% | 3179 |
|
|
2015
Q3 | $1.41M | Sell |
24,139
-6,160
| -20% | -$388K | ﹤0.01% | 3060 |
|
|
2015
Q2 | $2.07M | Buy |
30,299
+8,673
| +40% | +$568K | ﹤0.01% | 2948 |
|
|
2015
Q1 | $1.36M | Buy |
21,626
+3,707
| +21% | +$226K | ﹤0.01% | 3291 |
|
|
2014
Q4 | $1.16M | Buy |
+17,919
| New | +$1.17M | ﹤0.01% | 3444 |
|
UBS Group's IBKC Position: Q3 2020 in Review
UBS Group sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 15,845 shares — an estimated $721K sold.
UBS Group first reported a position in IBKC in Q4 2014 and held it in 23 quarters. The position peaked at $5.66M in Q3 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.
- UBS Group reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
- UBS Group sold 15,845 IBERIABANK Corp shares in Q3 2020, an estimated $721K.
- UBS Group first reported a position in IBERIABANK Corp in Q4 2014 and held it in 23 quarters.
- UBS Group's IBERIABANK Corp position peaked at $5.66M in Q3 2019.
- 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.
Based on UBS Group's 13F filing for Q3 2020, filed 12 Nov 2020.