ACM
IBKC

Aviance Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Aviance 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
2017
Q4 		– Sell
-126
Closed -$10K – 350
2017
Q3 		$10K Hold
126
– – ﹤0.01% 249
2017
Q2 		$10K Buy
+126
New +$10K ﹤0.01% 253
2014
Q1 		– Sell
-334
Closed -$21K – 434
2013
Q4 		$21K Buy
334
+48
+17% +$2.86K 0.01% 279
2013
Q3 		$15K Buy
+286
New +$15.9K 0.01% 284

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

Aviance Capital Management's IBKC Position: Q4 2017 in Review

Aviance Capital Management sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 126 shares — an estimated $10K sold.

Aviance Capital Management first reported a position in IBKC in Q3 2013 and held it in 4 quarters. The position peaked at $21K in Q4 2013. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Aviance Capital Management reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 126 IBERIABANK Corp shares in Q4 2017, an estimated $10K.
  • Aviance Capital Management first reported a position in IBERIABANK Corp in Q3 2013 and held it in 4 quarters.
  • Aviance Capital Management's IBERIABANK Corp position peaked at $21K in Q4 2013.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.