Summit Trail Advisors’s IBERIABANK Corp IBKC Stock Holding History

Summit Trail Advisors’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	-240	Closed	-$20K	–	1946
2017 Q4	$20K	Buy	+240	New	+$18.4K	﹤0.01%	1049

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Trail Advisors's IBKC Position: Q1 2018 in Review

Summit Trail Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2018, closing a stake of 240 shares — an estimated $20K sold.

Summit Trail Advisors first reported a position in IBKC in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 257 funds tracked by Wall St. Rank hold IBKC as of Q1 2018.

Summit Trail Advisors reported no remaining IBERIABANK Corp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 240 IBERIABANK Corp shares in Q1 2018, an estimated $20K.
Summit Trail Advisors first reported a position in IBERIABANK Corp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's IBERIABANK Corp position peaked at $20K in Q4 2017.
257 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.