1GA
IBKC

1st Global Advisors’s IBERIABANK Corp IBKC Stock Holding History

1st Global Advisors’s Portfolio IBKC Stock Details IBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,468
Closed -$986K – 543
2017
Q1 		$986K Sell
12,468
-1,432
-10% -$117K 0.12% 123
2016
Q4 		$1.16M Sell
13,900
-328
-2% -$25.1K 0.15% 91
2016
Q3 		$955K Buy
14,228
+8,215
+137% +$534K 0.13% 131
2016
Q2 		$359K Buy
6,013
+86
+1% +$4.99K 0.05% 310
2016
Q1 		$304K Buy
5,927
+200
+3% +$9.8K 0.04% 345
2015
Q4 		$315K Sell
5,727
-3,084
-35% -$184K 0.05% 301
2015
Q3 		$513K Sell
8,811
-1,918
-18% -$121K 0.08% 189
2015
Q2 		$732 Sell
10,729
-2,355
-18% -$154K 0.11% 141
2015
Q1 		$825K Buy
13,084
+92
+0.7% +$5.62K 0.12% 122
2014
Q4 		$843K Sell
12,992
-290
-2% -$18.9K 0.12% 115
2014
Q3 		$830K Sell
13,282
-128
-1% -$8.45K 0.13% 104
2014
Q2 		$928K Sell
13,410
-28
-0.2% -$1.83K 0.14% 96
2014
Q1 		$943K Sell
13,438
-3,050
-18% -$199K 0.18% 81
2013
Q4 		$1.04M Buy
16,488
+718
+5% +$42.7K 0.19% 70
2013
Q3 		$819K Buy
15,770
+2,184
+16% +$121K 0.17% 85
2013
Q2 		$728K Buy
+13,586
New +$678K 0.16% 86

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

1st Global Advisors's IBKC Position: Q2 2017 in Review

1st Global Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2017, closing a stake of 12,468 shares — an estimated $986K sold.

1st Global Advisors first reported a position in IBKC in Q2 2013 and held it in 16 quarters. The position peaked at $1.16M in Q4 2016. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

  • 1st Global Advisors reported no remaining IBERIABANK Corp position as of Q2 2017 after selling out during the quarter.
  • 1st Global Advisors sold 12,468 IBERIABANK Corp shares in Q2 2017, an estimated $986K.
  • 1st Global Advisors first reported a position in IBERIABANK Corp in Q2 2013 and held it in 16 quarters.
  • 1st Global Advisors's IBERIABANK Corp position peaked at $1.16M in Q4 2016.
  • 239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.