BIG
IBKC

Bellwether Investment Group’s IBERIABANK Corp IBKC Stock Holding History

Bellwether Investment 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
-44
Closed -$4K – 996
2016
Q4 		$4K Buy
+44
New +$3.37K ﹤0.01% 842
2016
Q2 		$3K Buy
+44
New +$2.55K ﹤0.01% 552

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

Bellwether Investment Group's IBKC Position: Q1 2017 in Review

Bellwether Investment Group sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 44 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in IBKC in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Bellwether Investment Group reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 44 IBERIABANK Corp shares in Q1 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in IBERIABANK Corp in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's IBERIABANK Corp position peaked at $4K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.