NCM
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New Capital Management’s International Bancshares IBOC Stock Holding History

New Capital Management’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-908
Closed -$36K – 160
2017
Q4 		$36K Buy
908
+7
+0.8% +$282 0.04% 78
2017
Q3 		$36K Buy
901
+8
+0.9% +$289 0.06% 78
2017
Q2 		$32K Hold
893
– – 0.06% 85
2017
Q1 		$32K Hold
893
– – 0.06% 84
2016
Q4 		$36K Buy
+893
New +$31.9K 0.05% 80

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Capital Management's IBOC Position: Q1 2018 in Review

New Capital Management sold out of International Bancshares (IBOC) in Q1 2018, closing a stake of 908 shares — an estimated $36K sold.

New Capital Management first reported a position in IBOC in Q4 2016 and held it in 5 quarters. The position peaked at $36K in Q4 2017. 158 funds tracked by Wall St. Rank hold IBOC as of Q1 2018.

  • New Capital Management reported no remaining International Bancshares position as of Q1 2018 after selling out during the quarter.
  • New Capital Management sold 908 International Bancshares shares in Q1 2018, an estimated $36K.
  • New Capital Management first reported a position in International Bancshares in Q4 2016 and held it in 5 quarters.
  • New Capital Management's International Bancshares position peaked at $36K in Q4 2017.
  • 158 funds tracked by Wall St. Rank held International Bancshares as of Q1 2018.

Based on New Capital Management's 13F filing for Q1 2018, filed 12 Apr 2018.