TMAM
IBKC

Tokio Marine Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Tokio Marine 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
Q2 		– Sell
-12,300
Closed -$959K – 262
2018
Q1 		$959K Sell
12,300
-5,500
-31% -$451K 0.17% 125
2017
Q4 		$1.38M Buy
17,800
+10,800
+154% +$830K 0.21% 127
2017
Q3 		$575K Buy
+7,000
New +$550K 0.09% 196

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tokio Marine Asset Management's IBKC Position: Q2 2018 in Review

Tokio Marine Asset Management sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 12,300 shares — an estimated $959K sold.

Tokio Marine Asset Management first reported a position in IBKC in Q3 2017 and held it in 3 quarters. The position peaked at $1.38M in Q4 2017. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

  • Tokio Marine Asset Management reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
  • Tokio Marine Asset Management sold 12,300 IBERIABANK Corp shares in Q2 2018, an estimated $959K.
  • Tokio Marine Asset Management first reported a position in IBERIABANK Corp in Q3 2017 and held it in 3 quarters.
  • Tokio Marine Asset Management's IBERIABANK Corp position peaked at $1.38M in Q4 2017.
  • 251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on Tokio Marine Asset Management's 13F filing for Q2 2018, filed 18 Jul 2018.