NFA
IBKC

Nationwide Fund Advisors’s IBERIABANK Corp IBKC Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-148,711
Closed -$12.2M – 2674
2017
Q3 		$12.2M Sell
148,711
-1,489
-1% -$117K 0.05% 532
2017
Q2 		$12.2M Buy
150,200
+20,025
+15% +$1.59M 0.05% 541
2017
Q1 		$10.3M Sell
130,175
-1,285
-1% -$105K 0.04% 629
2016
Q4 		$11M Sell
131,460
-6,209
-5% -$475K 0.05% 572
2016
Q3 		$9.24M Buy
137,669
+5,170
+4% +$336K 0.04% 654
2016
Q2 		$7.91M Sell
132,499
-13,859
-9% -$805K 0.03% 704
2016
Q1 		$7.52M Buy
146,358
+74,714
+104% +$3.66M 0.03% 725
2015
Q4 		$3.94M Buy
71,644
+33,689
+89% +$2.01M 0.02% 1042
2015
Q3 		$2.21M Hold
37,955
– – 0.01% 1309
2015
Q2 		$2.59M Buy
37,955
+952
+3% +$62.4K 0.01% 1293
2015
Q1 		$2.33M Sell
37,003
-1,308
-3% -$79.9K 0.01% 1380
2014
Q4 		$2.48M Sell
38,311
-758
-2% -$49.4K 0.01% 1302
2014
Q3 		$2.44M Buy
39,069
+156
+0.4% +$10.3K 0.01% 1325
2014
Q2 		$2.69M Buy
38,913
+1,031
+3% +$67.5K 0.01% 1313
2014
Q1 		$2.66M Sell
37,882
-459
-1% -$30K 0.01% 1200
2013
Q4 		$2.41M Buy
38,341
+773
+2% +$46K 0.01% 1358
2013
Q3 		$1.95M Buy
37,568
+1,274
+4% +$70.8K 0.01% 1435
2013
Q2 		$1.95M Buy
+36,294
New +$1.81M 0.01% 1313

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

Nationwide Fund Advisors's IBKC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 148,711 shares — an estimated $12.2M sold.

Nationwide Fund Advisors first reported a position in IBKC in Q2 2013 and held it in 18 quarters. The position peaked at $12.2M in Q2 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 148,711 IBERIABANK Corp shares in Q4 2017, an estimated $12.2M.
  • Nationwide Fund Advisors first reported a position in IBERIABANK Corp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's IBERIABANK Corp position peaked at $12.2M in Q2 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.