CPP
IBKC

Crow Point Partners’s IBERIABANK Corp IBKC Stock Holding History

Crow Point 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
Q3 		– Sell
-6,922
Closed -$566K – 294
2017
Q2 		$566K Buy
6,922
+1,916
+38% +$152K 0.09% 85
2017
Q1 		$397K Buy
5,006
+4,536
+965% +$372K 0.06% 105
2016
Q4 		$39K Buy
+470
New +$36K 0.01% 221

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

Crow Point Partners's IBKC Position: Q3 2017 in Review

Crow Point Partners sold out of IBERIABANK Corp (IBKC) in Q3 2017, closing a stake of 6,922 shares — an estimated $566K sold.

Crow Point Partners first reported a position in IBKC in Q4 2016 and held it in 3 quarters. The position peaked at $566K in Q2 2017. 236 funds tracked by Wall St. Rank hold IBKC as of Q3 2017.

  • Crow Point Partners reported no remaining IBERIABANK Corp position as of Q3 2017 after selling out during the quarter.
  • Crow Point Partners sold 6,922 IBERIABANK Corp shares in Q3 2017, an estimated $566K.
  • Crow Point Partners first reported a position in IBERIABANK Corp in Q4 2016 and held it in 3 quarters.
  • Crow Point Partners's IBERIABANK Corp position peaked at $566K in Q2 2017.
  • 236 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.