Monarch Partners Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Monarch Partners 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
2020 Q1	–	Sell	-47,683	Closed	-$3.57M	–	212
2019 Q4	$3.57M	Sell	47,683 -68,980	-59%	-$5.12M	0.8%	56
2019 Q3	$8.81M	Sell	116,663 -1,645	-1%	-$121K	1.33%	28
2019 Q2	$8.97M	Buy	118,308 +7,920	+7%	+$602K	1.29%	33
2019 Q1	$7.92M	Buy	110,388 +16,705	+18%	+$1.24M	1.19%	32
2018 Q4	$6.02M	Buy	93,683 +42,828	+84%	+$3.14M	0.87%	48
2018 Q3	$4.14M	Buy	50,855 +495	+1%	+$41.2K	0.38%	86
2018 Q2	$3.82M	Buy	50,360 +12,560	+33%	+$989K	0.35%	93
2018 Q1	$2.95M	Buy	+37,800	New	+$3.1M	0.27%	113
2017 Q4	–	Sell	-181,230	Closed	-$14.9M	–	216
2017 Q3	$14.9M	Buy	+181,230	New	+$14.2M	1.44%	15
2016 Q4	–	Sell	-272,331	Closed	-$18.3M	–	208
2016 Q3	$18.3M	Sell	272,331 -46,115	-14%	-$3M	1.72%	9
2016 Q2	$19M	Buy	+318,446	New	+$18.5M	1.91%	6

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Monarch Partners Asset Management's IBKC Position: Q1 2020 in Review

Monarch Partners Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 47,683 shares — an estimated $3.57M sold.

Monarch Partners Asset Management first reported a position in IBKC in Q2 2016 and held it in 11 quarters. The position peaked at $19M in Q2 2016. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Monarch Partners Asset Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Monarch Partners Asset Management sold 47,683 IBERIABANK Corp shares in Q1 2020, an estimated $3.57M.
Monarch Partners Asset Management first reported a position in IBERIABANK Corp in Q2 2016 and held it in 11 quarters.
Monarch Partners Asset Management's IBERIABANK Corp position peaked at $19M in Q2 2016.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Monarch Partners Asset Management's 13F filing for Q1 2020, filed 4 May 2020.