RFCA
IBKC

R&F Capital Advisors’s IBERIABANK Corp IBKC Stock Holding History

R&F Capital 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
2017
Q1 		$545K Buy
+6,891
New +$565K 0.14% 224

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

R&F Capital Advisors's IBKC Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in IBERIABANK Corp (IBKC) in Q1 2017: 6,891 shares worth $545K. The stake represents 0.14% of the portfolio and ranks #224 among its holdings.

240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • R&F Capital Advisors held 6,891 shares of IBERIABANK Corp worth $545K as of Q1 2017.
  • IBERIABANK Corp was a new R&F Capital Advisors position in Q1 2017.
  • IBERIABANK Corp made up 0.14% of R&F Capital Advisors's portfolio in Q1 2017, its #224 holding.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.