SAM
IBKC

Solaris Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Solaris Asset 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
2018
Q1 		– Sell
-1,200
Closed -$93K – 208
2017
Q4 		$93K Hold
1,200
– – 0.05% 135
2017
Q3 		$99K Sell
1,200
-87
-7% -$6.83K 0.06% 129
2017
Q2 		$105K Hold
1,287
– – 0.06% 125
2017
Q1 		$102K Hold
1,287
– – 0.07% 124
2016
Q4 		$108K Buy
1,287
+1,200
+1,379% +$91.9K 0.07% 124
2016
Q3 		$6K Buy
+87
New +$5.65K ﹤0.01% 400

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $156B AUM 27.51% 1-Year Est. Return

Solaris Asset Management's IBKC Position: Q1 2018 in Review

Solaris Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2018, closing a stake of 1,200 shares — an estimated $93K sold.

Solaris Asset Management first reported a position in IBKC in Q3 2016 and held it in 6 quarters. The position peaked at $108K in Q4 2016. 257 funds tracked by Wall St. Rank hold IBKC as of Q1 2018.

  • Solaris Asset Management reported no remaining IBERIABANK Corp position as of Q1 2018 after selling out during the quarter.
  • Solaris Asset Management sold 1,200 IBERIABANK Corp shares in Q1 2018, an estimated $93K.
  • Solaris Asset Management first reported a position in IBERIABANK Corp in Q3 2016 and held it in 6 quarters.
  • Solaris Asset Management's IBERIABANK Corp position peaked at $108K in Q4 2016.
  • 257 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2018.

Based on Solaris Asset Management's 13F filing for Q1 2018, filed 16 Apr 2018.