MSI Financial Services’s IBERIABANK Corp IBKC Stock Holding History

MSI Financial Services’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
2016 Q4	$9K	Hold	110	–	–	﹤0.01%	2881
2016 Q3	$7K	Buy	110 +1	+0.9%	+$65	﹤0.01%	3007
2016 Q2	$7K	Buy	109 +13	+14%	+$755	﹤0.01%	2995
2016 Q1	$5K	Buy	96 +77	+405%	+$3.77K	﹤0.01%	3198
2015 Q4	$1K	Buy	19 +11	+138%	+$657	﹤0.01%	3743
2015 Q3	$0	Hold	8	–	–	﹤0.01%	3444
2015 Q2	$1K	Sell	8 -111	-93%	-$7.27K	﹤0.01%	2999
2015 Q1	$8K	Sell	119 -82	-41%	-$5.01K	﹤0.01%	2267
2014 Q4	$13K	Buy	201 +151	+302%	+$9.83K	﹤0.01%	1718
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	2327
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	2282
2014 Q1	$4K	Hold	50	–	–	﹤0.01%	2114
2013 Q4	$3K	Buy	+50	New	+$2.98K	﹤0.01%	2189
2013 Q3	–	Sell	-50	Closed	-$3K	–	2468
2013 Q2	$3K	Buy	+50	New	+$2.5K	﹤0.01%	2039

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

MSI Financial Services's IBKC Position: Q4 2016 in Review

MSI Financial Services held its IBERIABANK Corp (IBKC) position steady in Q4 2016 at 110 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

MSI Financial Services first reported a position in IBKC in Q2 2013 and has held it in 14 quarters since. The position peaked at $13K in Q4 2014. 260 funds tracked by Wall St. Rank hold IBKC as of Q4 2016.

MSI Financial Services held 110 shares of IBERIABANK Corp worth $9K as of Q4 2016.
MSI Financial Services left its IBERIABANK Corp share count unchanged in Q4 2016.
IBERIABANK Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2881 holding.
MSI Financial Services first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 14 quarters since.
MSI Financial Services's IBERIABANK Corp position peaked at $13K in Q4 2014.
260 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.