WSTAM
IBKC

Wilbanks Smith & Thomas Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-54
Closed -$4K – 1490
2018
Q3 		$4K Buy
+54
New +$4.49K ﹤0.01% 1297

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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBKC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 54 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBKC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 54 IBERIABANK Corp shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in IBERIABANK Corp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's IBERIABANK Corp position peaked at $4K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.