BPM
IBCA

Bowling Portfolio Management’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

Bowling Portfolio Management’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,145
Closed -$97K – 146
2014
Q3 		$97K Sell
10,145
-394
-4% -$3.55K 0.02% 108
2014
Q2 		$82K Buy
10,539
+52
+0.5% +$389 0.02% 107
2014
Q1 		$78K Buy
10,487
+212
+2% +$1.59K 0.02% 109
2013
Q4 		$77K Hold
10,275
– – 0.02% 108
2013
Q3 		$81K Buy
+10,275
New +$74.1K 0.02% 103

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bowling Portfolio Management's IBCA Position: Q4 2014 in Review

Bowling Portfolio Management sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q4 2014, closing a stake of 10,145 shares — an estimated $97K sold.

Bowling Portfolio Management first reported a position in IBCA in Q3 2013 and held it in 5 quarters. The position peaked at $97K in Q3 2014. 51 funds tracked by Wall St. Rank hold IBCA as of Q4 2014.

  • Bowling Portfolio Management reported no remaining INTERVEST BANCSHARES CORP COM position as of Q4 2014 after selling out during the quarter.
  • Bowling Portfolio Management sold 10,145 INTERVEST BANCSHARES CORP COM shares in Q4 2014, an estimated $97K.
  • Bowling Portfolio Management first reported a position in INTERVEST BANCSHARES CORP COM in Q3 2013 and held it in 5 quarters.
  • Bowling Portfolio Management's INTERVEST BANCSHARES CORP COM position peaked at $97K in Q3 2014.
  • 51 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q4 2014.

Based on Bowling Portfolio Management's 13F filing for Q4 2014, filed 11 Feb 2015.