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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Piermont Capital Management's IBKC Position: Q4 2018 in Review

Piermont Capital Management opened a new position in IBERIABANK Corp (IBKC) in Q4 2018: 32,670 shares worth $2.1M. The stake represents 1% of the portfolio and ranks #51 among its holdings. This is a return to the name: Piermont Capital Management previously reported a position in IBKC as recently as Q3 2017.

Piermont Capital Management first reported a position in IBKC in Q2 2014 and has held it in 9 quarters since. The position peaked at $3.03M in Q1 2017. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

Piermont Capital Management held 32,670 shares of IBERIABANK Corp worth $2.1M as of Q4 2018.
IBERIABANK Corp was a new Piermont Capital Management position in Q4 2018.
IBERIABANK Corp made up 1% of Piermont Capital Management's portfolio in Q4 2018, its #51 holding.
Piermont Capital Management first reported a position in IBERIABANK Corp in Q2 2014 and has held it in 9 quarters since.
Piermont Capital Management's IBERIABANK Corp position peaked at $3.03M in Q1 2017.
263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.