Ronald Blue & Co’s IBERIABANK Corp IBKC Stock Holding History

Ronald Blue & Co’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	$989K	Sell	12,141 -260	-2%	-$20.6K	0.03%	75
2017 Q1	$981K	Buy	12,401 +15	+0.1%	+$1.23K	0.03%	77
2016 Q4	$1.04M	Buy	12,386 +30	+0.2%	+$2.3K	0.04%	74
2016 Q3	$829K	Buy	12,356 +32	+0.3%	+$2.08K	0.03%	77
2016 Q2	$736K	Sell	12,324 -230	-2%	-$13.4K	0.03%	89
2016 Q1	$644K	Buy	12,554 +250	+2%	+$12.2K	0.03%	78
2015 Q4	$677K	Buy	12,304 +66	+0.5%	+$3.94K	0.04%	79
2015 Q3	$713K	Buy	12,238 +6,511	+114%	+$410K	0.04%	97
2015 Q2	$390K	Buy	5,727 +30	+0.5%	+$1.97K	0.02%	205
2015 Q1	$359K	Buy	5,697 +34	+0.6%	+$2.08K	0.02%	223
2014 Q4	$367K	Hold	5,663	–	–	0.02%	203
2014 Q3	$354K	Buy	+5,663	New	+$374K	0.02%	202

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

Ronald Blue & Co's IBKC Position: Q2 2017 in Review

Ronald Blue & Co reduced its IBERIABANK Corp (IBKC) stake by 2.1% in Q2 2017, selling an estimated $20.6K and leaving 12,141 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #75.

Ronald Blue & Co first reported a position in IBKC in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2016. 239 funds tracked by Wall St. Rank hold IBKC as of Q2 2017.

Ronald Blue & Co held 12,141 shares of IBERIABANK Corp worth $989K as of Q2 2017.
Ronald Blue & Co sold 260 IBERIABANK Corp shares in Q2 2017, an estimated $20.6K.
IBERIABANK Corp made up 0.03% of Ronald Blue & Co's portfolio in Q2 2017, its #75 holding.
Ronald Blue & Co first reported a position in IBERIABANK Corp in Q3 2014 and has held it in 12 quarters since.
Ronald Blue & Co's IBERIABANK Corp position peaked at $1.04M in Q4 2016.
239 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.