SSG
IBKC

Summit Securities Group’s IBERIABANK Corp IBKC Stock Holding History

Summit Securities Group’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
2016
Q3 		– Sell
-3,732
Closed -$223K – 298
2016
Q2 		$223K Buy
+3,732
New +$217K 0.12% 175

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's IBKC Position: Q3 2016 in Review

Summit Securities Group sold out of IBERIABANK Corp (IBKC) in Q3 2016, closing a stake of 3,732 shares — an estimated $223K sold.

Summit Securities Group first reported a position in IBKC in Q2 2016 and held it in 1 quarter. The position peaked at $223K in Q2 2016. 210 funds tracked by Wall St. Rank hold IBKC as of Q3 2016.

  • Summit Securities Group reported no remaining IBERIABANK Corp position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 3,732 IBERIABANK Corp shares in Q3 2016, an estimated $223K.
  • Summit Securities Group first reported a position in IBERIABANK Corp in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's IBERIABANK Corp position peaked at $223K in Q2 2016.
  • 210 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.