Piermont Capital Management’s International Bancshares IBOC Stock Holding History

Piermont Capital Management’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
2018 Q4	$2.4M	Buy	69,720 +650	+0.9%	+$25K	1.14%	26
2018 Q3	$3.11M	Sell	69,070 -3,830	-5%	-$175K	1.25%	7
2018 Q2	$3.12M	Buy	72,900 +4,300	+6%	+$181K	0.96%	17
2018 Q1	$2.67M	Buy	68,600 +1,510	+2%	+$61.3K	0.89%	24
2017 Q4	$2.66M	Buy	67,090 +20,540	+44%	+$829K	0.87%	26
2017 Q3	$1.87M	Buy	+46,550	New	+$1.68M	0.62%	78

Other funds holding IBOC

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Piermont Capital Management increased its International Bancshares (IBOC) stake by 0.94% in Q4 2018, buying an estimated $25K and bringing the position to 69,720 shares worth $2.4M. The position accounts for 1.14% of the portfolio, ranked #26.

Piermont Capital Management first reported a position in IBOC in Q3 2017 and has held it in 6 quarters since. The position peaked at $3.12M in Q2 2018. 170 funds tracked by Wall St. Rank hold IBOC as of Q4 2018.

Piermont Capital Management held 69,720 shares of International Bancshares worth $2.4M as of Q4 2018.
Piermont Capital Management bought 650 International Bancshares shares in Q4 2018, an estimated $25K.
International Bancshares made up 1.14% of Piermont Capital Management's portfolio in Q4 2018, its #26 holding.
Piermont Capital Management first reported a position in International Bancshares in Q3 2017 and has held it in 6 quarters since.
Piermont Capital Management's International Bancshares position peaked at $3.12M in Q2 2018.
170 funds tracked by Wall St. Rank held International Bancshares as of Q4 2018.

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