United Capital Financial Advisors’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
-14,382
Closed -$655K 1250
2020
Q2
$655K Hold
14,382
﹤0.01% 774
2020
Q1
$520K Buy
14,382
+3,949
+38% +$246K ﹤0.01% 799
2019
Q4
$781K Sell
10,433
-3,135
-23% -$233K 0.01% 862
2019
Q3
$1.02M Sell
13,568
-626
-4% -$46.2K 0.01% 743
2019
Q2
$1.08M Buy
+14,194
New +$1.08M 0.01% 788

United Capital Financial Advisors's IBKC Position: Q3 2020 in Review

United Capital Financial Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 14,382 shares — an estimated $655K sold.

United Capital Financial Advisors first reported a position in IBKC in Q2 2019 and held it in 5 quarters. The position peaked at $1.08M in Q2 2019. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • United Capital Financial Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,382 IBERIABANK Corp shares in Q3 2020, an estimated $655K.
  • United Capital Financial Advisors first reported a position in IBERIABANK Corp in Q2 2019 and held it in 5 quarters.
  • United Capital Financial Advisors's IBERIABANK Corp position peaked at $1.08M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.