EP
IBKC

Elkfork Partners’s IBERIABANK Corp IBKC Stock Holding History

Elkfork 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
2018
Q2 		– Sell
-2,024
Closed -$158K – 1041
2018
Q1 		$158K Sell
2,024
-6,094
-75% -$499K ﹤0.01% 846
2017
Q4 		$629K Sell
8,118
-5,786
-42% -$445K 0.02% 472
2017
Q3 		$1.14M Sell
13,904
-1,738
-11% -$136K 0.03% 310
2017
Q2 		$1.27M Sell
15,642
-5,214
-25% -$414K 0.04% 296
2017
Q1 		$1.65M Hold
20,856
– – 0.05% 258
2016
Q4 		$1.75M Buy
+20,856
New +$1.6M 0.06% 230

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elkfork Partners's IBKC Position: Q2 2018 in Review

Elkfork Partners sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 2,024 shares — an estimated $158K sold.

Elkfork Partners first reported a position in IBKC in Q4 2016 and held it in 6 quarters. The position peaked at $1.75M in Q4 2016. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

  • Elkfork Partners reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
  • Elkfork Partners sold 2,024 IBERIABANK Corp shares in Q2 2018, an estimated $158K.
  • Elkfork Partners first reported a position in IBERIABANK Corp in Q4 2016 and held it in 6 quarters.
  • Elkfork Partners's IBERIABANK Corp position peaked at $1.75M in Q4 2016.
  • 251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on Elkfork Partners's 13F filing for Q2 2018, filed 14 Aug 2018.