Capital Fund Management (CFM)
IBKC

Capital Fund Management (CFM)’s IBERIABANK Corp IBKC Stock Holding History

Capital Fund Management (CFM)’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
-28,200
Closed -$2.32M – 2058
2017
Q3 		$2.32M Buy
+28,200
New +$2.21M 0.02% 733
2017
Q2 		– Sell
-14,700
Closed -$1.16M – 1825
2017
Q1 		$1.16M Buy
+14,700
New +$1.2M 0.01% 877
2016
Q1 		– Sell
-7,000
Closed -$385K – 1974
2015
Q4 		$385K Buy
+7,000
New +$418K ﹤0.01% 1211
2015
Q1 		– Sell
-4,400
Closed -$285K – 1845
2014
Q4 		$285K Buy
+4,400
New +$287K ﹤0.01% 1367

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

Capital Fund Management (CFM)'s IBKC Position: Q4 2017 in Review

Capital Fund Management (CFM) sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 28,200 shares — an estimated $2.32M sold.

Capital Fund Management (CFM) first reported a position in IBKC in Q4 2014 and held it in 4 quarters. The position peaked at $2.32M in Q3 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Capital Fund Management (CFM) reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 28,200 IBERIABANK Corp shares in Q4 2017, an estimated $2.32M.
  • Capital Fund Management (CFM) first reported a position in IBERIABANK Corp in Q4 2014 and held it in 4 quarters.
  • Capital Fund Management (CFM)'s IBERIABANK Corp position peaked at $2.32M in Q3 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2017, filed 9 Feb 2018.