Tocqueville Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Tocqueville 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
2017 Q3	–	Sell	-3,000	Closed	-$245K	–	851
2017 Q2	$245K	Sell	3,000 -4,000	-57%	-$318K	﹤0.01%	705
2017 Q1	$554K	Hold	7,000	–	–	0.01%	567
2016 Q4	$586K	Buy	+7,000	New	+$536K	0.01%	571
2015 Q3	–	Sell	-4,003	Closed	-$273K	–	1021
2015 Q2	$273K	Sell	4,003 -54,545	-93%	-$3.57M	﹤0.01%	854
2015 Q1	$3.69M	Buy	58,548 +15,480	+36%	+$946K	0.04%	362
2014 Q4	$2.79M	Sell	43,068 -13,605	-24%	-$886K	0.03%	423
2014 Q3	$3.54M	Sell	56,673 -1,099	-2%	-$72.5K	0.04%	333
2014 Q2	$4M	Sell	57,772 -676	-1%	-$44.3K	0.04%	354
2014 Q1	$4.1M	Sell	58,448 -2,114	-3%	-$138K	0.05%	285
2013 Q4	$3.81M	Sell	60,562 -2,142	-3%	-$127K	0.05%	296
2013 Q3	$3.25M	Sell	62,704 -4,222	-6%	-$235K	0.04%	360
2013 Q2	$3.59M	Buy	+66,926	New	+$3.34M	0.05%	333

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Tocqueville Asset Management's IBKC Position: Q3 2017 in Review

Tocqueville Asset Management sold out of IBERIABANK Corp (IBKC) in Q3 2017, closing a stake of 3,000 shares — an estimated $245K sold.

Tocqueville Asset Management first reported a position in IBKC in Q2 2013 and held it in 12 quarters. The position peaked at $4.1M in Q1 2014. 236 funds tracked by Wall St. Rank hold IBKC as of Q3 2017.

Tocqueville Asset Management reported no remaining IBERIABANK Corp position as of Q3 2017 after selling out during the quarter.
Tocqueville Asset Management sold 3,000 IBERIABANK Corp shares in Q3 2017, an estimated $245K.
Tocqueville Asset Management first reported a position in IBERIABANK Corp in Q2 2013 and held it in 12 quarters.
Tocqueville Asset Management's IBERIABANK Corp position peaked at $4.1M in Q1 2014.
236 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2017.

Based on Tocqueville Asset Management's 13F filing for Q3 2017, filed 30 Oct 2017.