EA
IBKC

Emerald Advisers’s IBERIABANK Corp IBKC Stock Holding History

Emerald Advisers’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
Q1 		– Sell
-171,282
Closed -$14.3M – 280
2016
Q4 		$14.3M Buy
+171,282
New +$13.1M 0.61% 71
2015
Q4 		– Sell
-11,598
Closed -$675K – 344
2015
Q3 		$675K Sell
11,598
-2,865
-20% -$181K 0.04% 279
2015
Q2 		$987K Buy
+14,463
New +$947K 0.05% 253

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Advisers's IBKC Position: Q1 2017 in Review

Emerald Advisers sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 171,282 shares — an estimated $14.3M sold.

Emerald Advisers first reported a position in IBKC in Q2 2015 and held it in 3 quarters. The position peaked at $14.3M in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Emerald Advisers reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Emerald Advisers sold 171,282 IBERIABANK Corp shares in Q1 2017, an estimated $14.3M.
  • Emerald Advisers first reported a position in IBERIABANK Corp in Q2 2015 and held it in 3 quarters.
  • Emerald Advisers's IBERIABANK Corp position peaked at $14.3M in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Emerald Advisers's 13F filing for Q1 2017, filed 28 Apr 2017.