PI
IBKC

Placemark Investments’s IBERIABANK Corp IBKC Stock Holding History

Placemark Investments’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
2014
Q4 		$812K Buy
12,539
+607
+5% +$39.5K 0.01% 982
2014
Q3 		$744K Buy
11,932
+676
+6% +$44.6K 0.01% 1003
2014
Q2 		$778K Buy
11,256
+1,438
+15% +$94.2K 0.01% 982
2014
Q1 		$689K Buy
9,818
+972
+11% +$63.6K 0.01% 977
2013
Q4 		$555K Sell
8,846
-172
-2% -$10.2K 0.01% 1084
2013
Q3 		$467K Buy
9,018
+1,072
+13% +$59.6K 0.01% 1126
2013
Q2 		$426K Buy
+7,946
New +$397K 0.01% 1113

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Placemark Investments's IBKC Position: Q4 2014 in Review

Placemark Investments increased its IBERIABANK Corp (IBKC) stake by 5.1% in Q4 2014, buying an estimated $39.5K and bringing the position to 12,539 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #982.

Placemark Investments first reported a position in IBKC in Q2 2013 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold IBKC as of Q4 2014.

  • Placemark Investments held 12,539 shares of IBERIABANK Corp worth $812K as of Q4 2014.
  • Placemark Investments bought 607 IBERIABANK Corp shares in Q4 2014, an estimated $39.5K.
  • IBERIABANK Corp made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #982 holding.
  • Placemark Investments first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.