- New Purchases: IWV, SPLV, TGT, C, UNM, ANTM, TSS, SQ, CCEP, WP, AON, MDLZ, IBM, ADP, AMJ, BCO, IWC, ECA,
- Added Positions: SPY, TLT, NEE, MCD, DUK, AMT, USB, IWB, AMZN, STZ, BMY, HPQ, CRM, DIS, INTU, WM, AAPL, GOOG, CSCO, MRK, VZ, EW, IAU, HON, EOG, ADBE, ABT, PAYX, CINF, PYPL, PG, COST, MSFT, HD, FB, DVY, GSP, VO, HPE, ITE, WRK, UNH, EEM, MMM, AVGO, VTEB, VGSH, VTV, CNC, ED, SMFG, ORI, CVX, TXN, BA, HBAN, DG, DWDP, SUB, AEG, MFG, PSO, CELG, MGK, CGNX, NUE, TPR, UNP, ABEV,
- Reduced Positions: IJH, IJR, BSV, IWF, GPC, ABBV, EFA, XLK, SBUX, SCHW, IWM, AGG, GLD, IWD, CBRL, TIP, RSP, XOM, NDAQ, IVV, EL, VIG, UPS, IPG, T, GS, SYY, PEP, TMO, GD, TJX, JPM, IWO, LMT, PNC, VYM, PFF, MA, VNQ, VEA, DJP, DNKN, ACN, AMGN, ETN, NVS, ORCL, VTI, V, PFG, WFC, AEP, LQD, IWN, IWR, NKE, SO, BND, BURL, BRK.B, D, VB, VWO, BKNG, ALL, MO, BK, BLK, BP, KO, CPRT, DHR, EMR, AJG, GE, GIS, IBKC, IVW, LRCX, LLY, OXY, PBCT, UTX, BIV, XEL, CCI, CDNS, DEO, XLV, XLY, XLE, XLF, GSK, CMCSA, FAST, VRSK, XLRE, CP, XLI, VOT, RDS.B, BR, CNI, CLX, GILD, GGG, IDV, LEG, MCHP, MCO, SLB, SDY, SYK, VEU, VOO, WMT, VUG, XLU, NICE, VCIT, ORLY, BIDU, BBVA, IBN, ITUB, KT, SAP, TSM, CHKP, FCX, QQQ, VNQI,
- Sold Out: MTZ, SHW, IJK, SCZ, CHD, IJT, ULTA, SCI, FDX, IEMG, DXC, KHC, LNT, IWP, ZTS, FIVE, ALGN, ADI, MD, ES, NRZ, WPX, RAD,
For the details of Iberiabank Corp's stock buys and sells, go to https://www.gurufocus.com/guru/iberiabank+corp/current-portfolio/portfolio
These are the top 5 holdings of Iberiabank Corp- iShares 20+ Year Treasury Bond ETF (TLT) - 292,953 shares, 4.30% of the total portfolio. Shares added by 29.65%
- iShares Core S&P 500 (IVV) - 101,814 shares, 3.36% of the total portfolio. Shares reduced by 3.41%
- SPDR S&P 500 (SPY) - 96,968 shares, 3.18% of the total portfolio. Shares added by 159.47%
- iShares Russell 1000 Growth (IWF) - 159,711 shares, 2.81% of the total portfolio. Shares reduced by 13.6%
- Vanguard Short-Term Bond (BSV) - 262,600 shares, 2.43% of the total portfolio. Shares reduced by 15.6%
Iberiabank Corp initiated holding in iShares Russell 3000. The purchase prices were between $143.5 and $168.06, with an estimated average price of $160.29. The stock is now traded at around $170.95. The impact to a portfolio due to this purchase was 1.57%. The holding were 81,302 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)Iberiabank Corp initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.28. The impact to a portfolio due to this purchase was 0.54%. The holding were 88,649 shares as of .
New Purchase: Target Corp (TGT)Iberiabank Corp initiated holding in Target Corp. The purchase prices were between $65.53 and $80.32, with an estimated average price of $72.93. The stock is now traded at around $82.02. The impact to a portfolio due to this purchase was 0.19%. The holding were 20,205 shares as of .
New Purchase: Unum Group (UNM)Iberiabank Corp initiated holding in Unum Group. The purchase prices were between $29.38 and $37.67, with an estimated average price of $34.75. The stock is now traded at around $36.37. The impact to a portfolio due to this purchase was 0.14%. The holding were 35,518 shares as of .
New Purchase: Citigroup Inc (C)Iberiabank Corp initiated holding in Citigroup Inc. The purchase prices were between $52.06 and $65.93, with an estimated average price of $61.99. The stock is now traded at around $69.08. The impact to a portfolio due to this purchase was 0.14%. The holding were 19,629 shares as of .
New Purchase: Total System Services Inc (TSS)Iberiabank Corp initiated holding in Total System Services Inc. The purchase prices were between $77.85 and $95.24, with an estimated average price of $90.26. The stock is now traded at around $100.75. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,573 shares as of .
Added: SPDR S&P 500 (SPY)Iberiabank Corp added to a holding in SPDR S&P 500 by 159.47%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $290.30. The impact to a portfolio due to this purchase was 1.95%. The holding were 96,968 shares as of .
Added: iShares 20+ Year Treasury Bond ETF (TLT)Iberiabank Corp added to a holding in iShares 20+ Year Treasury Bond ETF by 29.65%. The purchase prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $122.31. The impact to a portfolio due to this purchase was 0.98%. The holding were 292,953 shares as of .
Added: NextEra Energy Inc (NEE)Iberiabank Corp added to a holding in NextEra Energy Inc by 29.34%. The purchase prices were between $169.41 and $195, with an estimated average price of $182.66. The stock is now traded at around $190.40. The impact to a portfolio due to this purchase was 0.35%. The holding were 69,147 shares as of .
Added: McDonald's Corp (MCD)Iberiabank Corp added to a holding in McDonald's Corp by 1001.82%. The purchase prices were between $173.97 and $189.9, with an estimated average price of $181.41. The stock is now traded at around $193.92. The impact to a portfolio due to this purchase was 0.28%. The holding were 13,905 shares as of .
Added: Duke Energy Corp (DUK)Iberiabank Corp added to a holding in Duke Energy Corp by 28.85%. The purchase prices were between $83.66 and $91.53, with an estimated average price of $88.09. The stock is now traded at around $88.71. The impact to a portfolio due to this purchase was 0.27%. The holding were 113,756 shares as of .
Added: American Tower Corp (AMT)Iberiabank Corp added to a holding in American Tower Corp by 32.73%. The purchase prices were between $156.74 and $197.06, with an estimated average price of $174.99. The stock is now traded at around $192.32. The impact to a portfolio due to this purchase was 0.2%. The holding were 35,474 shares as of .
Sold Out: MasTec Inc (MTZ)Iberiabank Corp sold out a holding in MasTec Inc. The sale prices were between $40.05 and $48.1, with an estimated average price of $44.86.
Sold Out: Sherwin-Williams Co (SHW)Iberiabank Corp sold out a holding in Sherwin-Williams Co. The sale prices were between $380.39 and $440.32, with an estimated average price of $417.13.
Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)Iberiabank Corp sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $185.91 and $220.43, with an estimated average price of $210.87.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Iberiabank Corp sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $51.31 and $58.06, with an estimated average price of $55.94.
Sold Out: Church & Dwight Co Inc (CHD)Iberiabank Corp sold out a holding in Church & Dwight Co Inc. The sale prices were between $60.46 and $71.95, with an estimated average price of $65.82.
Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)Iberiabank Corp sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $157.89 and $185.9, with an estimated average price of $176.59.
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