WCMNY
IBKC

Westchester Capital Management (New York)’s IBERIABANK Corp IBKC Stock Holding History

Westchester Capital Management (New York)’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
2020
Q2 		– Sell
-281,382
Closed -$10.2M – 203
2020
Q1 		$10.2M Buy
+281,382
New +$17.5M 0.39% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Westchester Capital Management (New York)'s IBKC Position: Q2 2020 in Review

Westchester Capital Management (New York) sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 281,382 shares — an estimated $10.2M sold.

Westchester Capital Management (New York) first reported a position in IBKC in Q1 2020 and held it in 1 quarter. The position peaked at $10.2M in Q1 2020. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Westchester Capital Management (New York) reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 281,382 IBERIABANK Corp shares in Q2 2020, an estimated $10.2M.
  • Westchester Capital Management (New York) first reported a position in IBERIABANK Corp in Q1 2020 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s IBERIABANK Corp position peaked at $10.2M in Q1 2020.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.