Baird Financial Group
IBKC

Baird Financial Group’s IBERIABANK Corp IBKC Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-3,863
Closed -$324K – 1262
2016
Q4 		$324K Buy
+3,863
New +$296K ﹤0.01% 1040
2016
Q2 		– Sell
-4,066
Closed -$208K – 1279
2016
Q1 		$208K Buy
+4,066
New +$199K ﹤0.01% 1149

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group's IBKC Position: Q1 2017 in Review

Baird Financial Group sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 3,863 shares — an estimated $324K sold.

Baird Financial Group first reported a position in IBKC in Q1 2016 and held it in 2 quarters. The position peaked at $324K in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Baird Financial Group reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 3,863 IBERIABANK Corp shares in Q1 2017, an estimated $324K.
  • Baird Financial Group first reported a position in IBERIABANK Corp in Q1 2016 and held it in 2 quarters.
  • Baird Financial Group's IBERIABANK Corp position peaked at $324K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.