Cerity Partners’s IBERIABANK Corp IBKC Stock Holding History

Cerity Partners’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	-4,668	Closed	-$383K	–	603
2017 Q3	$383K	Buy	+4,668	New	+$367K	0.03%	376

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cerity Partners's IBKC Position: Q4 2017 in Review

Cerity Partners sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 4,668 shares — an estimated $383K sold.

Cerity Partners first reported a position in IBKC in Q3 2017 and held it in 1 quarter. The position peaked at $383K in Q3 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

Cerity Partners reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
Cerity Partners sold 4,668 IBERIABANK Corp shares in Q4 2017, an estimated $383K.
Cerity Partners first reported a position in IBERIABANK Corp in Q3 2017 and held it in 1 quarter.
Cerity Partners's IBERIABANK Corp position peaked at $383K in Q3 2017.
250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Cerity Partners's 13F filing for Q4 2017, filed 14 Feb 2018.