FineMark National Bank & Trust’s IBERIABANK Corp IBKC Stock Holding History

FineMark National Bank & 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	-1,398	Closed	-$117K	–	1130
2016 Q4	$117K	Buy	1,398 +466	+50%	+$35.7K	0.01%	440
2016 Q3	$63K	Hold	932	–	–	0.01%	560
2016 Q2	$56K	Hold	932	–	–	0.01%	573
2016 Q1	$48K	Hold	932	–	–	0.01%	584
2015 Q4	$51K	Hold	932	–	–	0.01%	593
2015 Q3	$54K	Hold	932	–	–	0.01%	615
2015 Q2	$64K	Sell	932 -100	-10%	-$6.55K	0.01%	590
2015 Q1	$65K	Hold	1,032	–	–	0.01%	596
2014 Q4	$67K	Buy	1,032 +100	+11%	+$6.51K	0.01%	586
2014 Q3	$58K	Sell	932 -186	-17%	-$12.3K	0.01%	599
2014 Q2	$77K	Hold	1,118	–	–	0.01%	528
2014 Q1	$78K	Sell	1,118 -93	-8%	-$6.08K	0.01%	504
2013 Q4	$76K	Hold	1,211	–	–	0.02%	491
2013 Q3	$63K	Hold	1,211	–	–	0.02%	524
2013 Q2	$65K	Buy	+1,211	New	+$60.4K	0.02%	503

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

FineMark National Bank & Trust's IBKC Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 1,398 shares — an estimated $117K sold.

FineMark National Bank & Trust first reported a position in IBKC in Q2 2013 and held it in 15 quarters. The position peaked at $117K in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

FineMark National Bank & Trust reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,398 IBERIABANK Corp shares in Q1 2017, an estimated $117K.
FineMark National Bank & Trust first reported a position in IBERIABANK Corp in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's IBERIABANK Corp position peaked at $117K in Q4 2016.
240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.