KKAMG
IBKC

Kernodle & Katon Asset Management Group’s IBERIABANK Corp IBKC Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$383K Hold
4,847
– – 0.23% 66
2016
Q4 		$406K Buy
4,847
+315
+7% +$24.1K 0.24% 61
2016
Q3 		$304K Buy
+4,532
New +$294K 0.19% 75
2016
Q2 		– Sell
-55
Closed -$3K – 337
2016
Q1 		$3K Buy
+55
New +$2.69K ﹤0.01% 281

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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IBKC Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its IBERIABANK Corp (IBKC) position steady in Q1 2017 at 4,847 shares worth $383K. The position accounts for 0.23% of the portfolio, ranked #66.

Kernodle & Katon Asset Management Group first reported a position in IBKC in Q1 2016 and has held it in 4 quarters since. The position peaked at $406K in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 4,847 shares of IBERIABANK Corp worth $383K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its IBERIABANK Corp share count unchanged in Q1 2017.
  • IBERIABANK Corp made up 0.23% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #66 holding.
  • Kernodle & Katon Asset Management Group first reported a position in IBERIABANK Corp in Q1 2016 and has held it in 4 quarters since.
  • Kernodle & Katon Asset Management Group's IBERIABANK Corp position peaked at $406K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.