MCM
IBKC

Matarin Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Matarin Capital 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
2017
Q2 		– Sell
-44,594
Closed -$3.53M – 310
2017
Q1 		$3.53M Buy
44,594
+7,715
+21% +$632K 0.35% 115
2016
Q4 		$3.09M Buy
36,879
+33,752
+1,079% +$2.58M 0.35% 117
2016
Q3 		$210K Buy
+3,127
New +$203K 0.02% 220

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Matarin Capital Management's IBKC Position: Q2 2017 in Review

Matarin Capital Management sold out of IBERIABANK Corp (IBKC) in Q2 2017, closing a stake of 44,594 shares — an estimated $3.53M sold.

Matarin Capital Management first reported a position in IBKC in Q3 2016 and held it in 3 quarters. The position peaked at $3.53M in Q1 2017. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

  • Matarin Capital Management reported no remaining IBERIABANK Corp position as of Q2 2017 after selling out during the quarter.
  • Matarin Capital Management sold 44,594 IBERIABANK Corp shares in Q2 2017, an estimated $3.53M.
  • Matarin Capital Management first reported a position in IBERIABANK Corp in Q3 2016 and held it in 3 quarters.
  • Matarin Capital Management's IBERIABANK Corp position peaked at $3.53M in Q1 2017.
  • 239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on Matarin Capital Management's 13F filing for Q2 2017, filed 9 Aug 2017.