ACM
IBKC

Alta Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Alta Capital Management’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
2015
Q1 		– Sell
-3,232
Closed -$209K – 97
2014
Q4 		$209K Buy
3,232
+1
+0% +$65 0.02% 89
2014
Q3 		$202K Sell
3,231
-175
-5% -$11.6K 0.02% 94
2014
Q2 		$235K Buy
3,406
+101
+3% +$6.61K 0.02% 91
2014
Q1 		$231K Sell
3,305
-950
-22% -$62.1K 0.02% 88
2013
Q4 		$267K Buy
+4,255
New +$253K 0.03% 74

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Alta Capital Management's IBKC Position: Q1 2015 in Review

Alta Capital Management sold out of IBERIABANK Corp (IBKC) in Q1 2015, closing a stake of 3,232 shares — an estimated $209K sold.

Alta Capital Management first reported a position in IBKC in Q4 2013 and held it in 5 quarters. The position peaked at $267K in Q4 2013. 192 funds tracked by Wall St. Rank hold IBKC as of Q1 2015.

  • Alta Capital Management reported no remaining IBERIABANK Corp position as of Q1 2015 after selling out during the quarter.
  • Alta Capital Management sold 3,232 IBERIABANK Corp shares in Q1 2015, an estimated $209K.
  • Alta Capital Management first reported a position in IBERIABANK Corp in Q4 2013 and held it in 5 quarters.
  • Alta Capital Management's IBERIABANK Corp position peaked at $267K in Q4 2013.
  • 192 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2015.

Based on Alta Capital Management's 13F filing for Q1 2015, filed 24 Apr 2015.