Lord, Abbett & Co
IBKC

Lord, Abbett & Co’s IBERIABANK Corp IBKC Stock Holding History

Lord, Abbett & Co’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
-290,453
Closed -$24.3M – 955
2016
Q4 		$24.3M Buy
+290,453
New +$22.2M 0.07% 372
2014
Q2 		– Sell
-582,900
Closed -$40.9M – 1087
2014
Q1 		$40.9M Sell
582,900
-75,600
-11% -$4.94M 0.09% 332
2013
Q4 		$41.4M Buy
658,500
+9,500
+1% +$565K 0.09% 321
2013
Q3 		$33.7M Buy
+649,000
New +$36.1M 0.08% 379

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

Lord, Abbett & Co's IBKC Position: Q1 2017 in Review

Lord, Abbett & Co sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 290,453 shares — an estimated $24.3M sold.

Lord, Abbett & Co first reported a position in IBKC in Q3 2013 and held it in 4 quarters. The position peaked at $41.4M in Q4 2013. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • Lord, Abbett & Co reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 290,453 IBERIABANK Corp shares in Q1 2017, an estimated $24.3M.
  • Lord, Abbett & Co first reported a position in IBERIABANK Corp in Q3 2013 and held it in 4 quarters.
  • Lord, Abbett & Co's IBERIABANK Corp position peaked at $41.4M in Q4 2013.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on Lord, Abbett & Co's 13F filing for Q1 2017, filed 15 May 2017.