KWILP
IBKC

Kiwi Wealth Investments Limited Partnership’s IBERIABANK Corp IBKC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-20,413
Closed -$1.71M – 187
2016
Q4 		$1.71M Buy
+20,413
New +$1.56M 0.15% 127

Other funds holding IBKC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kiwi Wealth Investments Limited Partnership's IBKC Position: Q1 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 20,413 shares — an estimated $1.71M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IBKC in Q4 2016 and held it in 1 quarter. The position peaked at $1.71M in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 20,413 IBERIABANK Corp shares in Q1 2017, an estimated $1.71M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in IBERIABANK Corp in Q4 2016 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's IBERIABANK Corp position peaked at $1.71M in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2017, filed 16 May 2017.