SEC 13F Intelligence

Managers / Q2 2020

IBERIABANK CORP

CIK 0000933141 · 200 WEST CONGRESS STREET, LAFAYETTE, LA, 70501 · 337-521-4788

Reported Value
$849M
Q2 2020
Positions
211
Filings on Record
7
2019–present window
Filed
Jul 29, 2020
original filing

Summary

Iberiabank Corp reported $849M in U.S.-listed holdings across 211 positions for Q2 2020.

Its largest position, BSV, represents 6.3% of the portfolio.

Compared with Q1 2020, the fund opened 19 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $770MQ4 ’18Q1 ’19: $862MQ1 ’19Q2 ’19: $908MQ2 ’19Q3 ’19: $867MQ3 ’19Q4 ’19: $954MQ4 ’19Q1 ’20: $759MQ1 ’20Q2 ’20: $849MQ2 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.9%ETP: 39.3%ADR: 1.3%REIT: 0.8%Other: 0.6%Other: 0.0%
  • Common Stock · 57.9% · $491M
  • ETP · 39.3% · $334M
  • ADR · 1.3% · $11M
  • REIT · 0.8% · $7M
  • Other · 0.6% · $5M
  • Other · 0.0% · $365,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2020$849M211Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$759M209Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$954M226Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$867M215Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$908M250Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$862M251Apr 22, 201913F-HRchanges · EDGAR ↗
Q4 2018$770M256Jan 29, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Iberiabank028-15633

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.