ZIC
IBKC

ZWJ Investment Counsel’s IBERIABANK Corp IBKC Stock Holding History

ZWJ Investment Counsel’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
Q1 		– Sell
-29,527
Closed -$1.9M – 167
2018
Q4 		$1.9M Buy
+29,527
New +$2.17M 0.18% 70
2017
Q2 		– Sell
-23,423
Closed -$1.85M – 328
2017
Q1 		$1.85M Buy
+23,423
New +$1.92M 0.15% 86
2016
Q2 		– Sell
-9,473
Closed -$485K – 158
2016
Q1 		$485K Hold
9,473
– – 0.05% 106
2015
Q4 		$522K Buy
+9,473
New +$566K 0.06% 104

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

ZWJ Investment Counsel's IBKC Position: Q1 2019 in Review

ZWJ Investment Counsel sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 29,527 shares — an estimated $1.9M sold.

ZWJ Investment Counsel first reported a position in IBKC in Q4 2015 and held it in 4 quarters. The position peaked at $1.9M in Q4 2018. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

  • ZWJ Investment Counsel reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
  • ZWJ Investment Counsel sold 29,527 IBERIABANK Corp shares in Q1 2019, an estimated $1.9M.
  • ZWJ Investment Counsel first reported a position in IBERIABANK Corp in Q4 2015 and held it in 4 quarters.
  • ZWJ Investment Counsel's IBERIABANK Corp position peaked at $1.9M in Q4 2018.
  • 266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on ZWJ Investment Counsel's 13F filing for Q1 2019, filed 21 May 2019.