HCMT
IBKC

Highland Capital Management (Texas)’s IBERIABANK Corp IBKC Stock Holding History

Highland Capital Management (Texas)’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
Q4 		– Sell
-2,430
Closed -$200K – 360
2017
Q3 		$200K Buy
+2,430
New +$191K 0.01% 287
2017
Q2 		– Sell
-57,430
Closed -$4.54M – 355
2017
Q1 		$4.54M Buy
57,430
+52,530
+1,072% +$4.31M 0.23% 101
2016
Q4 		$410K Hold
4,900
– – 0.02% 238
2016
Q3 		$329K Buy
+4,900
New +$318K 0.01% 268

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Highland Capital Management (Texas)'s IBKC Position: Q4 2017 in Review

Highland Capital Management (Texas) sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 2,430 shares — an estimated $200K sold.

Highland Capital Management (Texas) first reported a position in IBKC in Q3 2016 and held it in 4 quarters. The position peaked at $4.54M in Q1 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Highland Capital Management (Texas) reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 2,430 IBERIABANK Corp shares in Q4 2017, an estimated $200K.
  • Highland Capital Management (Texas) first reported a position in IBERIABANK Corp in Q3 2016 and held it in 4 quarters.
  • Highland Capital Management (Texas)'s IBERIABANK Corp position peaked at $4.54M in Q1 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Highland Capital Management (Texas)'s 13F filing for Q4 2017, filed 14 Feb 2018.