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Phocas Financial Corp’s International Bancshares IBOC Stock Holding History

Phocas Financial Corp’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
2014
Q4 		– Sell
-232,330
Closed -$5.73M – 251
2014
Q3 		$5.73M Buy
232,330
+6,885
+3% +$180K 0.51% 89
2014
Q2 		$6.09M Buy
225,445
+30,157
+15% +$737K 0.53% 90
2014
Q1 		$4.9M Sell
195,288
-15,332
-7% -$371K 0.47% 103
2013
Q4 		$5.56M Buy
+210,620
New +$5.12M 0.51% 89

Other funds holding IBOC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Phocas Financial Corp's IBOC Position: Q4 2014 in Review

Phocas Financial Corp sold out of International Bancshares (IBOC) in Q4 2014, closing a stake of 232,330 shares — an estimated $5.73M sold.

Phocas Financial Corp first reported a position in IBOC in Q4 2013 and held it in 4 quarters. The position peaked at $6.09M in Q2 2014. 134 funds tracked by Wall St. Rank hold IBOC as of Q4 2014.

  • Phocas Financial Corp reported no remaining International Bancshares position as of Q4 2014 after selling out during the quarter.
  • Phocas Financial Corp sold 232,330 International Bancshares shares in Q4 2014, an estimated $5.73M.
  • Phocas Financial Corp first reported a position in International Bancshares in Q4 2013 and held it in 4 quarters.
  • Phocas Financial Corp's International Bancshares position peaked at $6.09M in Q2 2014.
  • 134 funds tracked by Wall St. Rank held International Bancshares as of Q4 2014.

Based on Phocas Financial Corp's 13F filing for Q4 2014, filed 12 Feb 2015.