Creative Planning
IBKC

Creative Planning’s IBERIABANK Corp IBKC Stock Holding History

Creative Planning’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
Q3 		– Sell
-6,158
Closed -$502K – 4199
2017
Q2 		$502K Sell
6,158
-1,036
-14% -$82.2K ﹤0.01% 1010
2017
Q1 		$569K Buy
7,194
+4
+0.1% +$328 ﹤0.01% 925
2016
Q4 		$602K Sell
7,190
-1,031
-13% -$78.9K ﹤0.01% 840
2016
Q3 		$552K Sell
8,221
-460
-5% -$29.9K ﹤0.01% 836
2016
Q2 		$519K Buy
8,681
+1,927
+29% +$112K ﹤0.01% 758
2016
Q1 		$346K Buy
6,754
+6
+0.1% +$294 ﹤0.01% 921
2015
Q4 		$372K Buy
6,748
+5
+0.1% +$299 ﹤0.01% 895
2015
Q3 		$392K Buy
+6,743
New +$425K ﹤0.01% 843
2015
Q2 		– Sell
-6,733
Closed -$424K – 3452
2015
Q1 		$424K Buy
6,733
+5,874
+684% +$359K ﹤0.01% 809
2014
Q4 		$56K Buy
859
+4
+0.5% +$260 ﹤0.01% 1939
2014
Q3 		$53K Sell
855
-49
-5% -$3.23K ﹤0.01% 1886
2014
Q2 		$63K Buy
904
+49
+6% +$3.21K ﹤0.01% 1728
2014
Q1 		$60K Hold
855
– – ﹤0.01% 1693
2013
Q4 		$54K Hold
855
– – ﹤0.01% 1563
2013
Q3 		$44K Hold
855
– – ﹤0.01% 1594
2013
Q2 		$46K Buy
+855
New +$42.7K ﹤0.01% 1438

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
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 $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Creative Planning's IBKC Position: Q3 2017 in Review

Creative Planning sold out of IBERIABANK Corp (IBKC) in Q3 2017, closing a stake of 6,158 shares — an estimated $502K sold.

Creative Planning first reported a position in IBKC in Q2 2013 and held it in 16 quarters. The position peaked at $602K in Q4 2016. 236 funds tracked by Wall St. Rank hold IBKC as of Q3 2017.

  • Creative Planning reported no remaining IBERIABANK Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,158 IBERIABANK Corp shares in Q3 2017, an estimated $502K.
  • Creative Planning first reported a position in IBERIABANK Corp in Q2 2013 and held it in 16 quarters.
  • Creative Planning's IBERIABANK Corp position peaked at $602K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.