WAM
IBKC

Wealthspire Advisors (Maryland)’s IBERIABANK Corp IBKC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-379
Closed -$27K – 2406
2019
Q1 		$27K Sell
379
-234
-38% -$17.4K ﹤0.01% 1163
2018
Q4 		$39K Sell
613
-28
-4% -$2.06K ﹤0.01% 964
2018
Q3 		$52K Buy
641
+4
+0.6% +$333 ﹤0.01% 959
2018
Q2 		$48K Buy
637
+11
+2% +$867 ﹤0.01% 997
2018
Q1 		$49K Sell
626
-41
-6% -$3.36K ﹤0.01% 999
2017
Q4 		$52K Buy
667
+102
+18% +$7.84K 0.01% 990
2017
Q3 		$46K Buy
565
+61
+12% +$4.79K 0.01% 1014
2017
Q2 		$41K Buy
504
+45
+10% +$3.57K ﹤0.01% 1017
2017
Q1 		$36K Sell
459
-4
-0.9% -$328 0.01% 907
2016
Q4 		$39K Sell
463
-220
-32% -$16.8K 0.01% 843
2016
Q3 		$46K Buy
683
+142
+26% +$9.22K 0.01% 804
2016
Q2 		$32K Buy
541
+55
+11% +$3.19K 0.01% 851
2016
Q1 		$25K Buy
486
+15
+3% +$735 ﹤0.01% 892
2015
Q4 		$26K Buy
+471
New +$28.1K ﹤0.01% 899

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBKC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 379 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in IBKC in Q4 2015 and held it in 14 quarters. The position peaked at $52K in Q3 2018. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 379 IBERIABANK Corp shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in IBERIABANK Corp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s IBERIABANK Corp position peaked at $52K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.