Princeton Alpha Management’s IBERIABANK Corp IBKC Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-4,718	Closed	-$373K	–	452
2017 Q1	$373K	Sell	4,718 -12,366	-72%	-$1.01M	0.12%	284
2016 Q4	$1.43M	Buy	17,084 +13,342	+357%	+$1.02M	0.29%	79
2016 Q3	$251K	Buy	+3,742	New	+$243K	0.05%	577
2016 Q2	–	Sell	-8,305	Closed	-$426K	–	1033
2016 Q1	$426K	Buy	+8,305	New	+$407K	0.07%	398
2015 Q4	–	Sell	-13,604	Closed	-$792K	–	983
2015 Q3	$792K	Buy	13,604 +3,104	+30%	+$196K	0.16%	193
2015 Q2	$716K	Buy	10,500 +5,850	+126%	+$383K	0.14%	204
2015 Q1	$293K	Sell	4,650 -307	-6%	-$18.8K	0.06%	461
2014 Q4	$321K	Buy	+4,957	New	+$323K	0.09%	399

Other funds holding IBKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Princeton Alpha Management's IBKC Position: Q2 2017 in Review

Princeton Alpha Management sold out of IBERIABANK Corp (IBKC) in Q2 2017, closing a stake of 4,718 shares — an estimated $373K sold.

Princeton Alpha Management first reported a position in IBKC in Q4 2014 and held it in 8 quarters. The position peaked at $1.43M in Q4 2016. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

Princeton Alpha Management reported no remaining IBERIABANK Corp position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 4,718 IBERIABANK Corp shares in Q2 2017, an estimated $373K.
Princeton Alpha Management first reported a position in IBERIABANK Corp in Q4 2014 and held it in 8 quarters.
Princeton Alpha Management's IBERIABANK Corp position peaked at $1.43M in Q4 2016.
239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.