HighTower Advisors
IBKC

HighTower Advisors’s IBERIABANK Corp IBKC Stock Holding History

HighTower Advisors’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
2015
Q4 		– Sell
-35,176
Closed -$2.05M – 2169
2015
Q3 		$2.05M Sell
35,176
-1,718
-5% -$108K 0.03% 606
2015
Q2 		$2.52M Buy
+36,894
New +$2.42M 0.04% 474
2015
Q1 		– Sell
-8,637
Closed -$560K – 1717
2014
Q4 		$560K Buy
8,637
+314
+4% +$20.4K 0.01% 1009
2014
Q3 		$520K Buy
+8,323
New +$549K 0.01% 1007

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

HighTower Advisors's IBKC Position: Q4 2015 in Review

HighTower Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2015, closing a stake of 35,176 shares — an estimated $2.05M sold.

HighTower Advisors first reported a position in IBKC in Q3 2014 and held it in 4 quarters. The position peaked at $2.52M in Q2 2015. 201 funds tracked by Wall St. Rank hold IBKC as of Q4 2015.

  • HighTower Advisors reported no remaining IBERIABANK Corp position as of Q4 2015 after selling out during the quarter.
  • HighTower Advisors sold 35,176 IBERIABANK Corp shares in Q4 2015, an estimated $2.05M.
  • HighTower Advisors first reported a position in IBERIABANK Corp in Q3 2014 and held it in 4 quarters.
  • HighTower Advisors's IBERIABANK Corp position peaked at $2.52M in Q2 2015.
  • 201 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2015.

Based on HighTower Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.