DADC
IBKC

D.A. Davidson & Co’s IBERIABANK Corp IBKC Stock Holding History

D.A. Davidson & Co’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
2015
Q4 		– Sell
-168
Closed -$9K – 2312
2015
Q3 		$9K Sell
168
-40
-19% -$2.52K ﹤0.01% 1892
2015
Q2 		$14K Buy
208
+124
+148% +$8.12K ﹤0.01% 1788
2015
Q1 		$5K Hold
84
– – ﹤0.01% 1927
2014
Q4 		$5K Hold
84
– – ﹤0.01% 1940
2014
Q3 		$5K Hold
84
– – ﹤0.01% 1942
2014
Q2 		$5K Sell
84
-16
-16% -$1.05K ﹤0.01% 1932
2014
Q1 		$7K Hold
100
– – ﹤0.01% 1876
2013
Q4 		$6K Hold
100
– – ﹤0.01% 1834
2013
Q3 		$5K Buy
100
+1
+1% +$56 ﹤0.01% 1580
2013
Q2 		$5K Buy
+99
New +$4.94K ﹤0.01% 1535

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

D.A. Davidson & Co's IBKC Position: Q4 2015 in Review

D.A. Davidson & Co sold out of IBERIABANK Corp (IBKC) in Q4 2015, closing a stake of 168 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in IBKC in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2015. 201 funds tracked by Wall St. Rank hold IBKC as of Q4 2015.

  • D.A. Davidson & Co reported no remaining IBERIABANK Corp position as of Q4 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 168 IBERIABANK Corp shares in Q4 2015, an estimated $9K.
  • D.A. Davidson & Co first reported a position in IBERIABANK Corp in Q2 2013 and held it in 10 quarters.
  • D.A. Davidson & Co's IBERIABANK Corp position peaked at $14K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2015.

Based on D.A. Davidson & Co's 13F filing for Q4 2015, filed 12 Feb 2016.