HCM
IBKC

Harvey Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Harvey Capital 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
2018
Q3 		– Sell
-47,065
Closed -$3.57M – 78
2018
Q2 		$3.57M Sell
47,065
-3,750
-7% -$295K 1.42% 25
2018
Q1 		$3.96M Buy
50,815
+38,495
+312% +$3.15M 1.48% 28
2017
Q4 		$954K Buy
+12,320
New +$947K 0.35% 52

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Harvey Capital Management's IBKC Position: Q3 2018 in Review

Harvey Capital Management sold out of IBERIABANK Corp (IBKC) in Q3 2018, closing a stake of 47,065 shares — an estimated $3.57M sold.

Harvey Capital Management first reported a position in IBKC in Q4 2017 and held it in 3 quarters. The position peaked at $3.96M in Q1 2018. 262 funds tracked by Wall St. Rank hold IBKC as of Q3 2018.

  • Harvey Capital Management reported no remaining IBERIABANK Corp position as of Q3 2018 after selling out during the quarter.
  • Harvey Capital Management sold 47,065 IBERIABANK Corp shares in Q3 2018, an estimated $3.57M.
  • Harvey Capital Management first reported a position in IBERIABANK Corp in Q4 2017 and held it in 3 quarters.
  • Harvey Capital Management's IBERIABANK Corp position peaked at $3.96M in Q1 2018.
  • 262 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2018.

Based on Harvey Capital Management's 13F filing for Q3 2018, filed 24 Oct 2018.