Question 1

How many shares of IBKC does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC previously held 0 shares of IBKC (IBERIABANK CORP) before exiting the position in 2020-Q3.

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's IBKC position worth?

Accepted Answer

UNITED CAPITAL FINANCIAL ADVISORS, LLC's IBKC position was last reported at $0 in 2020-Q3 before the exit.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling IBKC?

Accepted Answer

In 2020-Q3, UNITED CAPITAL FINANCIAL ADVISORS, LLC exited their IBKC position entirely (-100.0% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy IBKC?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in IBKC in 2019-Q2. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q3 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q2	Unchanged	14,382	0.0%	$655,000	0.0%	—	0
2020-Q1	Increased	14,382	+37.9%	$520,000	0.0%	—	32
2019-Q4	Decreased	10,433	-23.1%	$781,000	0.0%	—	0
2019-Q3	Decreased	13,568	-4.4%	$1M	0.0%	—	0
2019-Q2	New	14,194	-	$1.1M	0.0%	—	35

IBKC6 quarters

IBKC
6 quarters