UFF
IBKC

USA Financial Formulas’s IBERIABANK Corp IBKC Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-3,672
Closed -$308K – 366
2016
Q4 		$308K Buy
+3,672
New +$281K 0.08% 190

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's IBKC Position: Q1 2017 in Review

USA Financial Formulas sold out of IBERIABANK Corp (IBKC) in Q1 2017, closing a stake of 3,672 shares — an estimated $308K sold.

USA Financial Formulas first reported a position in IBKC in Q4 2016 and held it in 1 quarter. The position peaked at $308K in Q4 2016. 240 funds tracked by Wall St. Rank hold IBKC as of Q1 2017.

  • USA Financial Formulas reported no remaining IBERIABANK Corp position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 3,672 IBERIABANK Corp shares in Q1 2017, an estimated $308K.
  • USA Financial Formulas first reported a position in IBERIABANK Corp in Q4 2016 and held it in 1 quarter.
  • USA Financial Formulas's IBERIABANK Corp position peaked at $308K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.