LAM
IBKC

Lebenthal Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-56
Closed -$4K – 766
2016
Q3 		$4K Buy
+56
New +$3.64K ﹤0.01% 897

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Lebenthal Asset Management's IBKC Position: Q4 2016 in Review

Lebenthal Asset Management sold out of IBERIABANK Corp (IBKC) in Q4 2016, closing a stake of 56 shares — an estimated $4K sold.

Lebenthal Asset Management first reported a position in IBKC in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 260 funds tracked by Wall St. Rank hold IBKC as of Q4 2016.

  • Lebenthal Asset Management reported no remaining IBERIABANK Corp position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 56 IBERIABANK Corp shares in Q4 2016, an estimated $4K.
  • Lebenthal Asset Management first reported a position in IBERIABANK Corp in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's IBERIABANK Corp position peaked at $4K in Q3 2016.
  • 260 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.