MFW
IBKC

Mosaic Family Wealth’s IBERIABANK Corp IBKC Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-55
Closed -$5K – 967
2017
Q3 		$5K Buy
+55
New +$4.32K ﹤0.01% 727

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mosaic Family Wealth's IBKC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 55 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in IBKC in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Mosaic Family Wealth reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 55 IBERIABANK Corp shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in IBERIABANK Corp in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's IBERIABANK Corp position peaked at $5K in Q3 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.