HB
IBKC

Homrich & Berg’s IBERIABANK Corp IBKC Stock Holding History

Homrich & Berg’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
2016
Q1 		– Sell
-5,012
Closed -$276K – 270
2015
Q4 		$276K Sell
5,012
-1,122
-18% -$67K 0.03% 209
2015
Q3 		$357K Buy
+6,134
New +$387K 0.04% 180

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Homrich & Berg's IBKC Position: Q1 2016 in Review

Homrich & Berg sold out of IBERIABANK Corp (IBKC) in Q1 2016, closing a stake of 5,012 shares — an estimated $276K sold.

Homrich & Berg first reported a position in IBKC in Q3 2015 and held it in 2 quarters. The position peaked at $357K in Q3 2015. 203 funds tracked by Wall St. Rank hold IBKC as of Q1 2016.

  • Homrich & Berg reported no remaining IBERIABANK Corp position as of Q1 2016 after selling out during the quarter.
  • Homrich & Berg sold 5,012 IBERIABANK Corp shares in Q1 2016, an estimated $276K.
  • Homrich & Berg first reported a position in IBERIABANK Corp in Q3 2015 and held it in 2 quarters.
  • Homrich & Berg's IBERIABANK Corp position peaked at $357K in Q3 2015.
  • 203 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2016.

Based on Homrich & Berg's 13F filing for Q1 2016, filed 12 May 2016.