NI
IBKC

Numeric Investors’s IBERIABANK Corp IBKC Stock Holding History

Numeric Investors’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
-12,300
Closed -$1.01M – 1240
2017
Q3 		$1.01M Buy
+12,300
New +$966K 0.01% 750
2017
Q1 		– Sell
-6,200
Closed -$519K – 1218
2016
Q4 		$519K Sell
6,200
-62,669
-91% -$4.8M ﹤0.01% 820
2016
Q3 		$4.62M Buy
+68,869
New +$4.47M 0.04% 330

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

Numeric Investors's IBKC Position: Q4 2017 in Review

Numeric Investors sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 12,300 shares — an estimated $1.01M sold.

Numeric Investors first reported a position in IBKC in Q3 2016 and held it in 3 quarters. The position peaked at $4.62M in Q3 2016. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Numeric Investors reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Numeric Investors sold 12,300 IBERIABANK Corp shares in Q4 2017, an estimated $1.01M.
  • Numeric Investors first reported a position in IBERIABANK Corp in Q3 2016 and held it in 3 quarters.
  • Numeric Investors's IBERIABANK Corp position peaked at $4.62M in Q3 2016.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.