OMCS
IBKC

Old Mutual Customised Solutions’s IBERIABANK Corp IBKC Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-300
Closed -$16K – 1349
2013
Q2 		$16K Buy
+300
New +$15K ﹤0.01% 1404

Other funds holding IBKC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return

Old Mutual Customised Solutions's IBKC Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of IBERIABANK Corp (IBKC) in Q3 2013, closing a stake of 300 shares — an estimated $16K sold.

Old Mutual Customised Solutions first reported a position in IBKC in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 159 funds tracked by Wall St. Rank hold IBKC as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining IBERIABANK Corp position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 IBERIABANK Corp shares in Q3 2013, an estimated $16K.
  • Old Mutual Customised Solutions first reported a position in IBERIABANK Corp in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's IBERIABANK Corp position peaked at $16K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.