SIAS
IBKC

Shine Investment Advisory Services’s IBERIABANK Corp IBKC Stock Holding History

Shine Investment Advisory Services’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
Q3 		– Sell
-54
Closed -$4K – 698
2017
Q2 		$4K Buy
+54
New +$4.29K ﹤0.01% 623

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Shine Investment Advisory Services's IBKC Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of IBERIABANK Corp (IBKC) in Q3 2017, closing a stake of 54 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in IBKC in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 236 funds tracked by Wall St. Rank hold IBKC as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining IBERIABANK Corp position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 54 IBERIABANK Corp shares in Q3 2017, an estimated $4K.
  • Shine Investment Advisory Services first reported a position in IBERIABANK Corp in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's IBERIABANK Corp position peaked at $4K in Q2 2017.
  • 236 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.