NSIM
IBKC

North Star Investment Management’s IBERIABANK Corp IBKC Stock Holding History

North Star Investment Management’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
Q4 		– Sell
-130
Closed -$8K – 879
2015
Q3 		$8K Hold
130
– – ﹤0.01% 665
2015
Q2 		$9K Hold
130
– – ﹤0.01% 638
2015
Q1 		$8K Hold
130
– – ﹤0.01% 661
2014
Q4 		$8K Buy
+130
New +$8.47K ﹤0.01% 645

Other funds holding IBKC

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

North Star Investment Management's IBKC Position: Q4 2015 in Review

North Star Investment Management sold out of IBERIABANK Corp (IBKC) in Q4 2015, closing a stake of 130 shares — an estimated $8K sold.

North Star Investment Management first reported a position in IBKC in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 201 funds tracked by Wall St. Rank hold IBKC as of Q4 2015.

  • North Star Investment Management reported no remaining IBERIABANK Corp position as of Q4 2015 after selling out during the quarter.
  • North Star Investment Management sold 130 IBERIABANK Corp shares in Q4 2015, an estimated $8K.
  • North Star Investment Management first reported a position in IBERIABANK Corp in Q4 2014 and held it in 4 quarters.
  • North Star Investment Management's IBERIABANK Corp position peaked at $9K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2015.

Based on North Star Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.