Lee Financial’s IBERIABANK Corp IBKC Stock Holding History

Lee Financial’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 Q3	–	Sell	-60	Closed	-$5K	–	541
2017 Q2	$5K	Sell	60 -45	-43%	-$3.57K	﹤0.01%	404
2017 Q1	$8K	Hold	105	–	–	﹤0.01%	318
2016 Q4	$9K	Buy	+105	New	+$8.04K	0.01%	312

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lee Financial's IBKC Position: Q3 2017 in Review

Lee Financial sold out of IBERIABANK Corp (IBKC) in Q3 2017, closing a stake of 60 shares — an estimated $5K sold.

Lee Financial first reported a position in IBKC in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 236 funds tracked by Wall St. Rank hold IBKC as of Q3 2017.

Lee Financial reported no remaining IBERIABANK Corp position as of Q3 2017 after selling out during the quarter.
Lee Financial sold 60 IBERIABANK Corp shares in Q3 2017, an estimated $5K.
Lee Financial first reported a position in IBERIABANK Corp in Q4 2016 and held it in 3 quarters.
Lee Financial's IBERIABANK Corp position peaked at $9K in Q4 2016.
236 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.