CRC
IBKC

Curi RMB Capital’s IBERIABANK Corp IBKC Stock Holding History

Curi RMB 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
2018
Q1 		– Sell
-49,539
Closed -$3.84M – 1001
2017
Q4 		$3.84M Buy
49,539
+19,494
+65% +$1.5M 0.1% 272
2017
Q3 		$2.47M Hold
30,045
– – 0.06% 340
2017
Q2 		$2.45M Sell
30,045
-111,655
-79% -$8.86M 0.07% 341
2017
Q1 		$11.2M Buy
+141,700
New +$11.6M 0.46% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Curi RMB Capital's IBKC Position: Q1 2018 in Review

Curi RMB Capital sold out of IBERIABANK Corp (IBKC) in Q1 2018, closing a stake of 49,539 shares — an estimated $3.84M sold.

Curi RMB Capital first reported a position in IBKC in Q1 2017 and held it in 4 quarters. The position peaked at $11.2M in Q1 2017. 257 funds tracked by Wall St. Rank hold IBKC as of Q1 2018.

  • Curi RMB Capital reported no remaining IBERIABANK Corp position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 49,539 IBERIABANK Corp shares in Q1 2018, an estimated $3.84M.
  • Curi RMB Capital first reported a position in IBERIABANK Corp in Q1 2017 and held it in 4 quarters.
  • Curi RMB Capital's IBERIABANK Corp position peaked at $11.2M in Q1 2017.
  • 257 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.