HK
IBKC

Horizon Kinetics’s IBERIABANK Corp IBKC Stock Holding History

Horizon Kinetics’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
Q4 		$218K Hold
3,396
– – 0.01% 425
2018
Q3 		$276K Hold
3,396
– – 0.01% 436
2018
Q2 		$257K Hold
3,396
– – 0.01% 445
2018
Q1 		$265K Buy
+3,396
New +$278K 0.01% 443

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Kinetics's IBKC Position: Q4 2018 in Review

Horizon Kinetics held its IBERIABANK Corp (IBKC) position steady in Q4 2018 at 3,396 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #425.

Horizon Kinetics first reported a position in IBKC in Q1 2018 and has held it in 4 quarters since. The position peaked at $276K in Q3 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Horizon Kinetics held 3,396 shares of IBERIABANK Corp worth $218K as of Q4 2018.
  • Horizon Kinetics left its IBERIABANK Corp share count unchanged in Q4 2018.
  • IBERIABANK Corp made up 0.01% of Horizon Kinetics's portfolio in Q4 2018, its #425 holding.
  • Horizon Kinetics first reported a position in IBERIABANK Corp in Q1 2018 and has held it in 4 quarters since.
  • Horizon Kinetics's IBERIABANK Corp position peaked at $276K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.