PCM
IBKC

Piermont Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Piermont Capital 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
2018
Q4 		$2.1M Buy
+32,670
New +$2.4M 1% 51
2017
Q4 		– Sell
-30,482
Closed -$2.5M – 266
2017
Q3 		$2.5M Hold
30,482
– – 0.83% 26
2017
Q2 		$2.48M Sell
30,482
-7,822
-20% -$621K 0.71% 27
2017
Q1 		$3.03M Buy
+38,304
New +$3.14M 0.72% 35
2016
Q4 		– Sell
-44,374
Closed -$2.98M – 284
2016
Q3 		$2.98M Sell
44,374
-80
-0.2% -$5.2K 0.7% 46
2016
Q2 		$2.65M Hold
44,454
– – 0.69% 51
2016
Q1 		$2.28M Sell
44,454
-1,090
-2% -$53.4K 0.73% 70
2015
Q4 		$2.51M Buy
+45,544
New +$2.72M 0.8% 55
2014
Q3 		– Sell
-42,660
Closed -$2.95M – 208
2014
Q2 		$2.95M Buy
+42,660
New +$2.79M 1.15% 9

Other funds holding IBKC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return