MFIMFI
IBKC

Mesirow Financial Investment Management - Fixed Income’s IBERIABANK Corp IBKC Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2020
Q1 		– Sell
-87,466
Closed -$6.54M – 150
2019
Q4 		$6.54M Sell
87,466
-10,425
-11% -$774K 1.02% 53
2019
Q3 		$7.39M Sell
97,891
-9,085
-8% -$670K 1.22% 37
2019
Q2 		$8.11M Sell
106,976
-4,060
-4% -$308K 1.26% 30
2019
Q1 		$7.96M Sell
111,036
-37,055
-25% -$2.75M 1.23% 34
2018
Q4 		$9.52M Sell
148,091
-34,125
-19% -$2.51M 1.28% 36
2018
Q3 		$14.8M Sell
182,216
-3,815
-2% -$317K 1.34% 26
2018
Q2 		$14.1M Buy
186,031
+3,670
+2% +$289K 1.3% 33
2018
Q1 		$14.2M Sell
182,361
-69,190
-28% -$5.67M 1.4% 22
2017
Q4 		$19.5M Sell
251,551
-16,504
-6% -$1.27M 1.38% 24
2017
Q3 		$22M Buy
268,055
+16,780
+7% +$1.32M 1.45% 13
2017
Q2 		$20.5M Buy
251,275
+21,705
+9% +$1.72M 1.37% 27
2017
Q1 		$18.2M Sell
229,570
-24,265
-10% -$1.99M 1.21% 39
2016
Q4 		$21.3M Sell
253,835
-9,835
-4% -$753K 1.31% 24
2016
Q3 		$17.7M Sell
263,670
-10,395
-4% -$675K 1.04% 56
2016
Q2 		$16.4M Buy
+274,065
New +$15.9M 0.95% 63
2015
Q1 		– Sell
-49,811
Closed -$3.23M – 180
2014
Q4 		$3.23M Sell
49,811
-8,443
-14% -$550K 0.8% 46
2014
Q3 		$3.64M Buy
+58,254
New +$3.85M 0.92% 38

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's IBKC Position: Q1 2020 in Review

Mesirow Financial Investment Management - Fixed Income sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 87,466 shares — an estimated $6.54M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in IBKC in Q3 2014 and held it in 17 quarters. The position peaked at $22M in Q3 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 87,466 IBERIABANK Corp shares in Q1 2020, an estimated $6.54M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in IBERIABANK Corp in Q3 2014 and held it in 17 quarters.
  • Mesirow Financial Investment Management - Fixed Income's IBERIABANK Corp position peaked at $22M in Q3 2017.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2020, filed 28 Apr 2020.