IberiaBank’s Walter Investment Mgt Corp WAC Stock Holding History

IberiaBank’s Portfolio WAC Stock Details WAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-7,799	Closed	-$232K	–	182
2014 Q2	$232K	Hold	7,799	–	–	0.13%	158
2014 Q1	$233K	Hold	7,799	–	–	0.14%	135
2013 Q4	$276K	Buy	7,799 +1,400	+22%	+$52.7K	0.18%	113
2013 Q3	$253K	Hold	6,399	–	–	0.17%	130
2013 Q2	$216K	Buy	+6,399	New	+$227K	0.16%	130

Other funds holding WAC

BRCA

Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BSCM

Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

GCM

GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IberiaBank's WAC Position: Q3 2014 in Review

IberiaBank sold out of Walter Investment Mgt Corp (WAC) in Q3 2014, closing a stake of 7,799 shares — an estimated $232K sold.

IberiaBank first reported a position in WAC in Q2 2013 and held it in 5 quarters. The position peaked at $276K in Q4 2013. 110 funds tracked by Wall St. Rank hold WAC as of Q3 2014.

IberiaBank reported no remaining Walter Investment Mgt Corp position as of Q3 2014 after selling out during the quarter.
IberiaBank sold 7,799 Walter Investment Mgt Corp shares in Q3 2014, an estimated $232K.
IberiaBank first reported a position in Walter Investment Mgt Corp in Q2 2013 and held it in 5 quarters.
IberiaBank's Walter Investment Mgt Corp position peaked at $276K in Q4 2013.
110 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q3 2014.

Based on IberiaBank's 13F filing for Q3 2014, filed 14 Nov 2014.