Question 1

How many shares of IBKC does AE Wealth Management LLC own?

Accepted Answer

AE Wealth Management LLC previously held 0 shares of IBKC (IBERIABANK CORP) before exiting the position in 2020-Q3.

Question 2

What is AE Wealth Management LLC's IBKC position worth?

Accepted Answer

AE Wealth Management LLC's IBKC position was last reported at $0 in 2020-Q3 before the exit.

Question 3

Is AE Wealth Management LLC buying or selling IBKC?

Accepted Answer

In 2020-Q3, AE Wealth Management LLC exited their IBKC position entirely (-100.0% change in shares).

Question 4

When did AE Wealth Management LLC first buy IBKC?

Accepted Answer

Based on available 13F filings, AE Wealth Management 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	Increased	7,766	+2.4%	$354,000	0.0%	—	24
2020-Q1	Increased	7,587	+0.1%	$274,000	0.0%	—	23
2019-Q4	Decreased	7,579	-15.6%	$567,000	0.0%	—	0
2019-Q3	Unchanged	8,979	0.0%	$678,000	0.0%	—	0
2019-Q2	New	8,979	-	$681,000	0.0%	—	34

IBKC6 quarters

IBKC
6 quarters