YWP
IBKC

YorkBridge Wealth Partners’s IBERIABANK Corp IBKC Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-27
Closed -$2K – 868
2018
Q2 		$2K Hold
27
– – ﹤0.01% 813
2018
Q1 		$2K Hold
27
– – ﹤0.01% 808
2017
Q4 		$2K Buy
27
+8
+42% +$615 ﹤0.01% 831
2017
Q3 		$2K Buy
+19
New +$1.49K ﹤0.01% 821

Other funds holding IBKC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

YorkBridge Wealth Partners's IBKC Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of IBERIABANK Corp (IBKC) in Q3 2018, closing a stake of 27 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in IBKC in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 262 funds tracked by Wall St. Rank hold IBKC as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining IBERIABANK Corp position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 27 IBERIABANK Corp shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in IBERIABANK Corp in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's IBERIABANK Corp position peaked at $2K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.