Patten Group’s IBERIABANK Corp IBKC Stock Holding History

Patten Group’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
2018 Q4	–	Sell	-77	Closed	-$6K	–	724
2018 Q3	$6K	Hold	77	–	–	﹤0.01%	598
2018 Q2	$6K	Buy	+77	New	+$6.07K	﹤0.01%	573

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's IBKC Position: Q4 2018 in Review

Patten Group sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 77 shares — an estimated $6K sold.

Patten Group first reported a position in IBKC in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

Patten Group reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
Patten Group sold 77 IBERIABANK Corp shares in Q4 2018, an estimated $6K.
Patten Group first reported a position in IBERIABANK Corp in Q2 2018 and held it in 2 quarters.
Patten Group's IBERIABANK Corp position peaked at $6K in Q3 2018.
263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.