GAM
IBKC

Gotham Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Gotham Asset Management’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
-2,677
Closed -$224K – 1146
2016
Q4 		$224K Sell
2,677
-1,707
-39% -$131K ﹤0.01% 874
2016
Q3 		$294K Buy
4,384
+358
+9% +$23.3K ﹤0.01% 789
2016
Q2 		$240K Sell
4,026
-666
-14% -$38.7K ﹤0.01% 854
2016
Q1 		$241K Buy
+4,692
New +$230K ﹤0.01% 883

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

Gotham Asset Management's IBKC Position: Q1 2017 in Review

Gotham Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 2,677 shares — an estimated $224K sold.

Gotham Asset Management first reported a position in IBKC in Q1 2016 and held it in 4 quarters. The position peaked at $294K in Q3 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Gotham Asset Management reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Gotham Asset Management sold 2,677 IBERIABANK Corp shares in Q1 2017, an estimated $224K.
  • Gotham Asset Management first reported a position in IBERIABANK Corp in Q1 2016 and held it in 4 quarters.
  • Gotham Asset Management's IBERIABANK Corp position peaked at $294K in Q3 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Gotham Asset Management's 13F filing for Q1 2017, filed 15 May 2017.