PMFA
IBKC

Plante Moran Financial Advisors’s IBERIABANK Corp IBKC Stock Holding History

Plante Moran Financial Advisors’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
2016
Q1 		– Sell
-70
Closed -$4K – 1093
2015
Q4 		$4K Buy
+70
New +$4.18K ﹤0.01% 794

Other funds holding IBKC

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Plante Moran Financial Advisors's IBKC Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2016, closing a stake of 70 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in IBKC in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 203 funds tracked by Wall St. Rank hold IBKC as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining IBERIABANK Corp position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 70 IBERIABANK Corp shares in Q1 2016, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in IBERIABANK Corp in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's IBERIABANK Corp position peaked at $4K in Q4 2015.
  • 203 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.