WWMSC
IBKC

Wagner Wealth Management (South Carolina)’s IBERIABANK Corp IBKC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$9K Hold
106
– – 0.01% 436
2018
Q2 		$8K Hold
106
– – 0.01% 425
2018
Q1 		$8K Buy
106
+6
+6% +$492 0.01% 393
2017
Q4 		$9K Buy
+100
New +$7.69K 0.01% 432

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Wagner Wealth Management (South Carolina)'s IBKC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its IBERIABANK Corp (IBKC) position steady in Q3 2018 at 106 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #436.

Wagner Wealth Management (South Carolina) first reported a position in IBKC in Q4 2017 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold IBKC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 106 shares of IBERIABANK Corp worth $9K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its IBERIABANK Corp share count unchanged in Q3 2018.
  • IBERIABANK Corp made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #436 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in IBERIABANK Corp in Q4 2017 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.