Archford Capital Strategies’s IBERIABANK Corp IBKC Stock Holding History

Archford Capital Strategies’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	-28	Closed	-$2K	–	681
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	624
2016 Q4	$2K	Hold	28	–	–	﹤0.01%	544
2016 Q3	$1K	Sell	28 -28	-50%	-$1.82K	﹤0.01%	625
2016 Q2	$4K	Buy	+56	New	+$3.25K	﹤0.01%	544
2016 Q1	–	Sell	-56	Closed	-$4K	–	667
2015 Q4	$4K	Hold	56	–	–	﹤0.01%	629
2015 Q3	$4K	Buy	56 +28	+100%	+$1.76K	﹤0.01%	497
2015 Q2	$2K	Hold	28	–	–	﹤0.01%	530
2015 Q1	$1.76K	Hold	28	–	–	﹤0.01%	558
2014 Q4	$2K	Hold	28	–	–	﹤0.01%	556
2014 Q3	$2K	Hold	28	–	–	﹤0.01%	554
2014 Q2	$1.94K	Buy	+28	New	+$1.83K	﹤0.01%	700

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

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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Archford Capital Strategies's IBKC Position: Q2 2017 in Review

Archford Capital Strategies sold out of IBERIABANK Corp (IBKC) in Q2 2017, closing a stake of 28 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in IBKC in Q2 2014 and held it in 11 quarters. The position peaked at $4K in Q2 2016. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

Archford Capital Strategies reported no remaining IBERIABANK Corp position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 28 IBERIABANK Corp shares in Q2 2017, an estimated $2K.
Archford Capital Strategies first reported a position in IBERIABANK Corp in Q2 2014 and held it in 11 quarters.
Archford Capital Strategies's IBERIABANK Corp position peaked at $4K in Q2 2016.
239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.