- New Purchases: HPQ, TPR, FAST, AVGO, DNKN, EL, NUE, DJP, DXC, ORI,
- Added Positions: EEM, IJH, UPS, TJX, FLOT, VTI, EFA, TMO, PFG, ULTA,
- Reduced Positions: TLT, XLK, BSV, WMT, WFC, TIP, IVV, GLD, IWD, SO,
- Sold Out: REGN, MNST, VOT, MMYT, VCIT, C, RCL, BK, RWO, MS,
For the details of Iberiabank Corp's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Iberiabank+Corp
These are the top 5 holdings of Iberiabank Corp- iShares MSCI EAFE (EFA) - 214,503 shares, 2.97% of the total portfolio. Shares added by 5.79%
- iShares Core S&P Small-Cap (IJR) - 175,825 shares, 2.69% of the total portfolio. Shares added by 3.88%
- iShares Core S&P Mid-Cap (IJH) - 71,530 shares, 2.67% of the total portfolio. Shares added by 11.60%
- iShares Core S&P 500 (IVV) - 49,448 shares, 2.61% of the total portfolio. Shares reduced by 28.86%
- iShares MSCI Emerging Index Fund (EEM) - 249,986 shares, 2.4% of the total portfolio. Shares added by 30.82%
Iberiabank Corp initiated holding in HP Inc. The purchase prices were between $19.92 and $24.65, with an estimated average price of $22.58. The stock is now traded at around $22.06. The impact to a portfolio due to this purchase was 0.63%. The holding were 145,240 shares as of 2018-03-31.
New Purchase: Tapestry Inc (TPR)Iberiabank Corp initiated holding in Tapestry Inc. The purchase prices were between $44.97 and $53.24, with an estimated average price of $49.36. The stock is now traded at around $52.70. The impact to a portfolio due to this purchase was 0.57%. The holding were 54,273 shares as of 2018-03-31.
New Purchase: Fastenal Co (FAST)Iberiabank Corp initiated holding in Fastenal Co. The purchase prices were between $52.06 and $58.36, with an estimated average price of $55.08. The stock is now traded at around $51.02. The impact to a portfolio due to this purchase was 0.57%. The holding were 52,657 shares as of 2018-03-31.
New Purchase: Broadcom Inc (AVGO)Iberiabank Corp initiated holding in Broadcom Inc. The purchase prices were between $228.1 and $272.27, with an estimated average price of $251.75. The stock is now traded at around $239.25. The impact to a portfolio due to this purchase was 0.56%. The holding were 12,032 shares as of 2018-03-31.
New Purchase: Dunkin' Brands Group Inc (DNKN)Iberiabank Corp initiated holding in Dunkin' Brands Group Inc. The purchase prices were between $58.41 and $68.38, with an estimated average price of $62.02. The stock is now traded at around $60.89. The impact to a portfolio due to this purchase was 0.49%. The holding were 41,498 shares as of 2018-03-31.
New Purchase: The Estee Lauder Companies Inc (EL)Iberiabank Corp initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $127.24 and $149.72, with an estimated average price of $138.18. The stock is now traded at around $152.78. The impact to a portfolio due to this purchase was 0.44%. The holding were 14,801 shares as of 2018-03-31.
Added: iShares MSCI Emerging Index Fund (EEM)Iberiabank Corp added to a holding in iShares MSCI Emerging Index Fund by 30.82%. The purchase prices were between $45.69 and $52.08, with an estimated average price of $49.03. The stock is now traded at around $48.14. The impact to a portfolio due to this purchase was 0.57%. The holding were 249,986 shares as of 2018-03-31.
Added: United Parcel Service Inc (UPS)Iberiabank Corp added to a holding in United Parcel Service Inc by 58.77%. The purchase prices were between $101.66 and $134.09, with an estimated average price of $115.59. The stock is now traded at around $107.40. The impact to a portfolio due to this purchase was 0.27%. The holding were 34,587 shares as of 2018-03-31.
Added: TJX Companies Inc (TJX)Iberiabank Corp added to a holding in TJX Companies Inc by 51.88%. The purchase prices were between $74.36 and $84.39, with an estimated average price of $79.09. The stock is now traded at around $82.55. The impact to a portfolio due to this purchase was 0.26%. The holding were 46,807 shares as of 2018-03-31.
Added: iShares Floating Rate Bond (FLOT)Iberiabank Corp added to a holding in iShares Floating Rate Bond by 168.38%. The purchase prices were between $50.86 and $51.02, with an estimated average price of $50.95. The stock is now traded at around $50.93. The impact to a portfolio due to this purchase was 0.21%. The holding were 33,218 shares as of 2018-03-31.
Added: Vanguard Total Stock Market (VTI)Iberiabank Corp added to a holding in Vanguard Total Stock Market by 35.48%. The purchase prices were between $132.41 and $146.86, with an estimated average price of $140.18. The stock is now traded at around $137.32. The impact to a portfolio due to this purchase was 0.19%. The holding were 27,162 shares as of 2018-03-31.
Added: Thermo Fisher Scientific Inc (TMO)Iberiabank Corp added to a holding in Thermo Fisher Scientific Inc by 27.77%. The purchase prices were between $192.98 and $224.11, with an estimated average price of $209.9. The stock is now traded at around $214.68. The impact to a portfolio due to this purchase was 0.15%. The holding were 16,728 shares as of 2018-03-31.
Sold Out: Regeneron Pharmaceuticals Inc (REGN)Iberiabank Corp sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $315.82 and $393.78, with an estimated average price of $347.81.
Sold Out: Monster Beverage Corp (MNST)Iberiabank Corp sold out a holding in Monster Beverage Corp. The sale prices were between $54.16 and $68.91, with an estimated average price of $62.45.
Sold Out: Vanguard Mid-Cap Growth (VOT)Iberiabank Corp sold out a holding in Vanguard Mid-Cap Growth. The sale prices were between $123.23 and $136.23, with an estimated average price of $131.35.
Sold Out: MakeMyTrip Ltd (MMYT)Iberiabank Corp sold out a holding in MakeMyTrip Ltd. The sale prices were between $28.2 and $36.2, with an estimated average price of $31.85.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Iberiabank Corp sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $84.13 and $87.24, with an estimated average price of $85.46.
Sold Out: Bank of New York Mellon Corp (BK)Iberiabank Corp sold out a holding in Bank of New York Mellon Corp. The sale prices were between $50.61 and $58.42, with an estimated average price of $55.65.
Reduced: iShares 20+ Year Treasury Bond ETF (TLT)Iberiabank Corp reduced to a holding in iShares 20+ Year Treasury Bond ETF by 76.68%. The sale prices were between $116.74 and $126.09, with an estimated average price of $120.85. The stock is now traded at around $120.52. The impact to a portfolio due to this sale was -2.65%. Iberiabank Corp still held 41,682 shares as of 2018-03-31.
Reduced: SPDR Select Sector Fund - Technology (XLK)Iberiabank Corp reduced to a holding in SPDR Select Sector Fund - Technology by 67.42%. The sale prices were between $62.01 and $70.73, with an estimated average price of $67.13. The stock is now traded at around $66.73. The impact to a portfolio due to this sale was -1.32%. Iberiabank Corp still held 61,987 shares as of 2018-03-31.
Reduced: Vanguard Short-Term Bond (BSV)Iberiabank Corp reduced to a holding in Vanguard Short-Term Bond by 59.47%. The sale prices were between $78.21 and $79.06, with an estimated average price of $78.57. The stock is now traded at around $78.29. The impact to a portfolio due to this sale was -1.23%. Iberiabank Corp still held 67,541 shares as of 2018-03-31.
Reduced: Walmart Inc (WMT)Iberiabank Corp reduced to a holding in Walmart Inc by 84.19%. The sale prices were between $85.42 and $109.55, with an estimated average price of $96.5. The stock is now traded at around $86.31. The impact to a portfolio due to this sale was -1.18%. Iberiabank Corp still held 14,373 shares as of 2018-03-31.
Reduced: Wells Fargo & Co (WFC)Iberiabank Corp reduced to a holding in Wells Fargo & Co by 65.03%. The sale prices were between $50.98 and $65.93, with an estimated average price of $59.4. The stock is now traded at around $52.76. The impact to a portfolio due to this sale was -1%. Iberiabank Corp still held 56,248 shares as of 2018-03-31.
Reduced: iShares TIPS Bond (TIP)Iberiabank Corp reduced to a holding in iShares TIPS Bond by 61.13%. The sale prices were between $111.39 and $113.94, with an estimated average price of $112.57. The stock is now traded at around $112.92. The impact to a portfolio due to this sale was -0.98%. Iberiabank Corp still held 34,995 shares as of 2018-03-31.
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