Trust Company of Vermont’s IBERIABANK Corp IBKC Stock Holding History

Trust Company of Vermont’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	-36	Closed	-$3K	–	1104
2018 Q1	$3K	Hold	36	–	–	﹤0.01%	893
2017 Q4	$3K	Hold	36	–	–	﹤0.01%	910
2017 Q3	$3K	Hold	36	–	–	﹤0.01%	867
2017 Q2	$3K	Buy	+36	New	+$2.86K	﹤0.01%	905
2016 Q3	–	Sell	-65	Closed	-$4K	–	885
2016 Q2	$4K	Buy	+65	New	+$3.77K	﹤0.01%	756
2016 Q1	–	Sell	-30	Closed	-$2K	–	802
2015 Q4	$2K	Buy	+30	New	+$1.79K	﹤0.01%	755

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Trust Company of Vermont's IBKC Position: Q2 2018 in Review

Trust Company of Vermont sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 36 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in IBKC in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2016. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

Trust Company of Vermont reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
Trust Company of Vermont sold 36 IBERIABANK Corp shares in Q2 2018, an estimated $3K.
Trust Company of Vermont first reported a position in IBERIABANK Corp in Q4 2015 and held it in 6 quarters.
Trust Company of Vermont's IBERIABANK Corp position peaked at $4K in Q2 2016.
251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on Trust Company of Vermont's 13F filing for Q2 2018, filed 11 Jul 2018.