WCM
IBKC

Weld Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Weld Capital Management’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
Q4 		– Sell
-21,853
Closed -$1.65M – 1066
2019
Q3 		$1.65M Buy
+21,853
New +$1.61M 0.3% 69
2019
Q2 		– Sell
-15,923
Closed -$1.14M – 1024
2019
Q1 		$1.14M Buy
+15,923
New +$1.18M 0.21% 179

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Weld Capital Management's IBKC Position: Q4 2019 in Review

Weld Capital Management sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 21,853 shares — an estimated $1.65M sold.

Weld Capital Management first reported a position in IBKC in Q1 2019 and held it in 2 quarters. The position peaked at $1.65M in Q3 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Weld Capital Management reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 21,853 IBERIABANK Corp shares in Q4 2019, an estimated $1.65M.
  • Weld Capital Management first reported a position in IBERIABANK Corp in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's IBERIABANK Corp position peaked at $1.65M in Q3 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.