HR
IBKC

Howe & Rusling’s IBERIABANK Corp IBKC Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-30
Closed -$2K – 983
2018
Q1 		$2K Hold
30
– – ﹤0.01% 820
2017
Q4 		$2K Hold
30
– – ﹤0.01% 753
2017
Q3 		$2K Hold
30
– – ﹤0.01% 800
2017
Q2 		$2K Sell
30
-126
-81% -$10K ﹤0.01% 858
2017
Q1 		$12K Sell
156
-5
-3% -$410 ﹤0.01% 458
2016
Q4 		$13K Sell
161
-181
-53% -$13.9K ﹤0.01% 443
2016
Q3 		$23K Sell
342
-107
-24% -$6.95K 0.01% 350
2016
Q2 		$27K Sell
449
-132
-23% -$7.66K 0.01% 301
2016
Q1 		$30K Buy
581
+68
+13% +$3.33K 0.01% 341
2015
Q4 		$28K Hold
513
– – 0.01% 333
2015
Q3 		$30K Sell
513
-310
-38% -$19.5K 0.01% 330
2015
Q2 		$56K Sell
823
-477
-37% -$31.2K 0.01% 288
2015
Q1 		$82K Sell
1,300
-78
-6% -$4.76K 0.02% 226
2014
Q4 		$89K Hold
1,378
– – 0.02% 217
2014
Q3 		$86K Buy
1,378
+55
+4% +$3.63K 0.02% 218
2014
Q2 		$92K Sell
1,323
-405
-23% -$26.5K 0.02% 232
2014
Q1 		$121K Buy
1,728
+103
+6% +$6.74K 0.03% 191
2013
Q4 		$102K Sell
1,625
-320
-16% -$19K 0.03% 198
2013
Q3 		$101K Buy
1,945
+500
+35% +$27.8K 0.04% 201
2013
Q2 		$77K Buy
+1,445
New +$72.1K 0.02% 263

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

Howe & Rusling's IBKC Position: Q2 2018 in Review

Howe & Rusling sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 30 shares — an estimated $2K sold.

Howe & Rusling first reported a position in IBKC in Q2 2013 and held it in 20 quarters. The position peaked at $121K in Q1 2014. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

  • Howe & Rusling reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 30 IBERIABANK Corp shares in Q2 2018, an estimated $2K.
  • Howe & Rusling first reported a position in IBERIABANK Corp in Q2 2013 and held it in 20 quarters.
  • Howe & Rusling's IBERIABANK Corp position peaked at $121K in Q1 2014.
  • 251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.