NGA
IBKC

Naples Global Advisors’s IBERIABANK Corp IBKC Stock Holding History

Naples Global Advisors’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
2015
Q1 		– Sell
-3,575
Closed -$232K – 237
2014
Q4 		$232K Sell
3,575
-4,617
-56% -$301K 0.12% 206
2014
Q3 		$512K Sell
8,192
-671
-8% -$44.3K 0.3% 136
2014
Q2 		$613K Buy
+8,863
New +$580K 0.36% 122

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Naples Global Advisors's IBKC Position: Q1 2015 in Review

Naples Global Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2015, closing a stake of 3,575 shares — an estimated $232K sold.

Naples Global Advisors first reported a position in IBKC in Q2 2014 and held it in 3 quarters. The position peaked at $613K in Q2 2014. 192 funds tracked by Wall St. Rank hold IBKC as of Q1 2015.

  • Naples Global Advisors reported no remaining IBERIABANK Corp position as of Q1 2015 after selling out during the quarter.
  • Naples Global Advisors sold 3,575 IBERIABANK Corp shares in Q1 2015, an estimated $232K.
  • Naples Global Advisors first reported a position in IBERIABANK Corp in Q2 2014 and held it in 3 quarters.
  • Naples Global Advisors's IBERIABANK Corp position peaked at $613K in Q2 2014.
  • 192 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2015.

Based on Naples Global Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.