WealthStone’s IBERIABANK Corp IBKC Stock Holding History

WealthStone’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 Q3	–	Sell	-49	Closed	-$3.72K	–	672
2019 Q2	$3.72K	Hold	49	–	–	﹤0.01%	400
2019 Q1	$4K	Buy	+49	New	+$3.64K	0.14%	28

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

SAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's IBKC Position: Q3 2019 in Review

WealthStone sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 49 shares — an estimated $3.72K sold.

WealthStone first reported a position in IBKC in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

WealthStone reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
WealthStone sold 49 IBERIABANK Corp shares in Q3 2019, an estimated $3.72K.
WealthStone first reported a position in IBERIABANK Corp in Q1 2019 and held it in 2 quarters.
WealthStone's IBERIABANK Corp position peaked at $4K in Q1 2019.
254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.