LWM
IBKC

LBA Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

LBA Wealth Management’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
2014
Q4 		– Sell
-26
Closed -$2K – 418
2014
Q3 		$2K Buy
+26
New +$1.72K ﹤0.01% 413

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

LBA Wealth Management's IBKC Position: Q4 2014 in Review

LBA Wealth Management sold out of IBERIABANK Corp (IBKC) in Q4 2014, closing a stake of 26 shares — an estimated $2K sold.

LBA Wealth Management first reported a position in IBKC in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 198 funds tracked by Wall St. Rank hold IBKC as of Q4 2014.

  • LBA Wealth Management reported no remaining IBERIABANK Corp position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 26 IBERIABANK Corp shares in Q4 2014, an estimated $2K.
  • LBA Wealth Management first reported a position in IBERIABANK Corp in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's IBERIABANK Corp position peaked at $2K in Q3 2014.
  • 198 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.