AIM
IBKC

Arcadia Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Arcadia Investment 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
2017
Q4 		– Sell
-305
Closed -$25K – 384
2017
Q3 		$25K Hold
305
– – 0.01% 285
2017
Q2 		$25K Hold
305
– – 0.01% 275
2017
Q1 		$24K Buy
+305
New +$25K 0.01% 303
2016
Q3 		– Sell
-335
Closed -$20K – 459
2016
Q2 		$20K Buy
+335
New +$19.4K 0.01% 339

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arcadia Investment Management's IBKC Position: Q4 2017 in Review

Arcadia Investment Management sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 305 shares — an estimated $25K sold.

Arcadia Investment Management first reported a position in IBKC in Q2 2016 and held it in 4 quarters. The position peaked at $25K in Q3 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Arcadia Investment Management reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 305 IBERIABANK Corp shares in Q4 2017, an estimated $25K.
  • Arcadia Investment Management first reported a position in IBERIABANK Corp in Q2 2016 and held it in 4 quarters.
  • Arcadia Investment Management's IBERIABANK Corp position peaked at $25K in Q3 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.