JFGIW
IBKC

Johnson Financial Group Inc (Wisconsin)’s IBERIABANK Corp IBKC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2017
Q2 		– Sell
-2,040
Closed -$161K – 666
2017
Q1 		$161K Hold
2,040
– – 0.02% 276
2016
Q4 		$171K Hold
2,040
– – 0.02% 282
2016
Q3 		$137K Sell
2,040
-510
-20% -$33.1K 0.02% 303
2016
Q2 		$152K Buy
2,550
+510
+25% +$29.6K 0.02% 306
2016
Q1 		$105K Hold
2,040
– – 0.02% 303
2015
Q4 		$112K Sell
2,040
-11
-0.5% -$657 0.02% 299
2015
Q3 		$120K Buy
2,051
+11
+0.5% +$693 0.03% 311
2015
Q2 		$139K Buy
+2,040
New +$134K 0.03% 307

Other funds holding IBKC

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BlackRock New York $5.72T AUM 30.48% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IBKC Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of IBERIABANK Corp (IBKC) in Q2 2017, closing a stake of 2,040 shares — an estimated $161K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IBKC in Q2 2015 and held it in 8 quarters. The position peaked at $171K in Q4 2016. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining IBERIABANK Corp position as of Q2 2017 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,040 IBERIABANK Corp shares in Q2 2017, an estimated $161K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in IBERIABANK Corp in Q2 2015 and held it in 8 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s IBERIABANK Corp position peaked at $171K in Q4 2016.
  • 239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.