SCM
IBKC

Sterling Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Sterling Capital 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
2019
Q3 		$16.8M Sell
222,750
-23,046
-9% -$1.7M 0.16% 142
2019
Q2 		$18.6M Sell
245,796
-24,500
-9% -$1.86M 0.18% 132
2019
Q1 		$19.4M Sell
270,296
-15,367
-5% -$1.14M 0.19% 134
2018
Q4 		$18.4M Sell
285,663
-11,841
-4% -$869K 0.2% 130
2018
Q3 		$24.2M Buy
297,504
+22,254
+8% +$1.85M 0.22% 132
2018
Q2 		$20.9M Hold
275,250
– – 0.19% 142
2018
Q1 		$21.5M Buy
275,250
+29,900
+12% +$2.45M 0.2% 137
2017
Q4 		$19M Sell
245,350
-20,227
-8% -$1.55M 0.17% 144
2017
Q3 		$21.8M Hold
265,577
– – 0.21% 130
2017
Q2 		$21.6M Buy
265,577
+3,027
+1% +$240K 0.21% 130
2017
Q1 		$20.8M Hold
262,550
– – 0.2% 138
2016
Q4 		$22M Hold
262,550
– – 0.2% 128
2016
Q3 		$17.6M Sell
262,550
-19
-0% -$1.23K 0.16% 144
2016
Q2 		$15.7M Sell
262,569
-19,077
-7% -$1.11M 0.14% 148
2016
Q1 		$14.4M Buy
281,646
+16,191
+6% +$793K 0.13% 154
2015
Q4 		$14.6M Hold
265,455
– – 0.13% 157
2015
Q3 		$15.5M Buy
265,455
+246,378
+1,291% +$15.5M 0.14% 150
2015
Q2 		$1.3M Sell
19,077
-884
-4% -$57.9K 0.01% 397
2015
Q1 		$1.26M Buy
19,961
+603
+3% +$36.8K 0.01% 403
2014
Q4 		$1.25M Buy
19,358
+1,312
+7% +$85.4K 0.01% 600
2014
Q3 		$1.13M Hold
18,046
– – 0.01% 587
2014
Q2 		$1.25M Sell
18,046
-951
-5% -$62.3K 0.01% 550
2014
Q1 		$1.33M Sell
18,997
-1,462
-7% -$95.6K 0.01% 488
2013
Q4 		$1.29M Buy
+20,459
New +$1.22M 0.01% 328

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Capital Management's IBKC Position: Q3 2019 in Review

Sterling Capital Management reduced its IBERIABANK Corp (IBKC) stake by 9.4% in Q3 2019, selling an estimated $1.7M and leaving 222,750 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #142.

Sterling Capital Management first reported a position in IBKC in Q4 2013 and has held it in 24 quarters since. The position peaked at $24.2M in Q3 2018. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Sterling Capital Management held 222,750 shares of IBERIABANK Corp worth $16.8M as of Q3 2019.
  • Sterling Capital Management sold 23,046 IBERIABANK Corp shares in Q3 2019, an estimated $1.7M.
  • IBERIABANK Corp made up 0.16% of Sterling Capital Management's portfolio in Q3 2019, its #142 holding.
  • Sterling Capital Management first reported a position in IBERIABANK Corp in Q4 2013 and has held it in 24 quarters since.
  • Sterling Capital Management's IBERIABANK Corp position peaked at $24.2M in Q3 2018.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Sterling Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.