Alpine Woods Capital Investors’s IBERIABANK Corp IBKC Stock Holding History

Alpine Woods Capital Investors’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
2018 Q4	–	Sell	-2,900	Closed	-$236K	–	307
2018 Q3	$236K	Sell	2,900 -500	-15%	-$41.6K	0.05%	223
2018 Q2	$258K	Buy	+3,400	New	+$268K	0.06%	204
2018 Q1	–	Sell	-5,000	Closed	-$388K	–	465
2017 Q4	$388K	Hold	5,000	–	–	0.02%	336
2017 Q3	$411K	Buy	5,000 +500	+11%	+$39.3K	0.02%	337
2017 Q2	$367K	Buy	4,500 +1,000	+29%	+$79.4K	0.02%	343
2017 Q1	$277K	Buy	3,500 +1,000	+40%	+$82K	0.01%	381
2016 Q4	$209K	Buy	+2,500	New	+$191K	0.01%	407

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpine Woods Capital Investors's IBKC Position: Q4 2018 in Review

Alpine Woods Capital Investors sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 2,900 shares — an estimated $236K sold.

Alpine Woods Capital Investors first reported a position in IBKC in Q4 2016 and held it in 7 quarters. The position peaked at $411K in Q3 2017. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

Alpine Woods Capital Investors reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 2,900 IBERIABANK Corp shares in Q4 2018, an estimated $236K.
Alpine Woods Capital Investors first reported a position in IBERIABANK Corp in Q4 2016 and held it in 7 quarters.
Alpine Woods Capital Investors's IBERIABANK Corp position peaked at $411K in Q3 2017.
263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2018, filed 13 Feb 2019.