U
IBKC

UBS’s IBERIABANK Corp IBKC Stock Holding History

UBS’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
2014
Q3 		$973K Buy
15,553
+689
+5% +$45.5K ﹤0.01% 3621
2014
Q2 		$1.03M Buy
14,864
+1,412
+10% +$92.5K ﹤0.01% 3511
2014
Q1 		$944K Buy
13,452
+960
+8% +$62.8K ﹤0.01% 3538
2013
Q4 		$785K Buy
12,492
+570
+5% +$33.9K ﹤0.01% 3808
2013
Q3 		$619K Buy
11,922
+432
+4% +$24K ﹤0.01% 3893
2013
Q2 		$616K Buy
+11,490
New +$574K ﹤0.01% 3879

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

UBS's IBKC Position: Q3 2014 in Review

UBS increased its IBERIABANK Corp (IBKC) stake by 4.6% in Q3 2014, buying an estimated $45.5K and bringing the position to 15,553 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

UBS first reported a position in IBKC in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2014. 185 funds tracked by Wall St. Rank hold IBKC as of Q3 2014.

  • UBS held 15,553 shares of IBERIABANK Corp worth $973K as of Q3 2014.
  • UBS bought 689 IBERIABANK Corp shares in Q3 2014, an estimated $45.5K.
  • IBERIABANK Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3621 holding.
  • UBS first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's IBERIABANK Corp position peaked at $1.03M in Q2 2014.
  • 185 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.