CIM
IBKC

Calvert Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Calvert Investment 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
Q1 		– Sell
-76,700
Closed -$6.42M – 699
2016
Q4 		$6.42M Sell
76,700
-5,129
-6% -$393K 0.24% 118
2016
Q3 		$5.49M Buy
+81,829
New +$5.32M 0.2% 152

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Calvert Investment Management's IBKC Position: Q1 2017 in Review

Calvert Investment Management sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 76,700 shares — an estimated $6.42M sold.

Calvert Investment Management first reported a position in IBKC in Q3 2016 and held it in 2 quarters. The position peaked at $6.42M in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Calvert Investment Management reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 76,700 IBERIABANK Corp shares in Q1 2017, an estimated $6.42M.
  • Calvert Investment Management first reported a position in IBERIABANK Corp in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's IBERIABANK Corp position peaked at $6.42M in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.