Emerald Mutual Fund Advisers Trust’s IBERIABANK Corp IBKC Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-248,588	Closed	-$20.8M	–	302
2016 Q4	$20.8M	Buy	+248,588	New	+$19M	0.99%	26
2016 Q1	–	Sell	-11,890	Closed	-$655K	–	288
2015 Q4	$655K	Sell	11,890 -5,388	-31%	-$322K	0.03%	203
2015 Q3	$1.01M	Sell	17,278 -1,794	-9%	-$113K	0.07%	185
2015 Q2	$1.3M	Sell	19,072 -2,048	-10%	-$134K	0.1%	160
2015 Q1	$1.33M	Buy	+21,120	New	+$1.29M	0.11%	151

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's IBKC Position: Q1 2017 in Review

Emerald Mutual Fund Advisers Trust sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 248,588 shares — an estimated $20.8M sold.

Emerald Mutual Fund Advisers Trust first reported a position in IBKC in Q1 2015 and held it in 5 quarters. The position peaked at $20.8M in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

Emerald Mutual Fund Advisers Trust reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 248,588 IBERIABANK Corp shares in Q1 2017, an estimated $20.8M.
Emerald Mutual Fund Advisers Trust first reported a position in IBERIABANK Corp in Q1 2015 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's IBERIABANK Corp position peaked at $20.8M in Q4 2016.
240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

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