Carlson Capital’s IBERIABANK Corp IBKC Stock Holding History

Carlson Capital’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	-93,595	Closed	-$7.84M	–	342
2016 Q4	$7.84M	Buy	+93,595	New	+$7.17M	0.09%	208

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carlson Capital's IBKC Position: Q1 2017 in Review

Carlson Capital sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 93,595 shares — an estimated $7.84M sold.

Carlson Capital first reported a position in IBKC in Q4 2016 and held it in 1 quarter. The position peaked at $7.84M in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

Carlson Capital reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
Carlson Capital sold 93,595 IBERIABANK Corp shares in Q1 2017, an estimated $7.84M.
Carlson Capital first reported a position in IBERIABANK Corp in Q4 2016 and held it in 1 quarter.
Carlson Capital's IBERIABANK Corp position peaked at $7.84M in Q4 2016.
240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Carlson Capital's 13F filing for Q1 2017, filed 15 May 2017.