WCA
IBKC

Waratah Capital Advisors’s IBERIABANK Corp IBKC Stock Holding History

Waratah Capital Advisors’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
Q4 		– Sell
-10,275
Closed -$844K – 166
2017
Q3 		$844K Sell
10,275
-7,738
-43% -$608K 0.11% 92
2017
Q2 		$1.47M Buy
+18,013
New +$1.43M 0.21% 86
2017
Q1 		– Sell
-7,063
Closed -$592K – 217
2016
Q4 		$592K Buy
+7,063
New +$541K 0.09% 105

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's IBKC Position: Q4 2017 in Review

Waratah Capital Advisors sold out of IBERIABANK Corp (IBKC) in Q4 2017, closing a stake of 10,275 shares — an estimated $844K sold.

Waratah Capital Advisors first reported a position in IBKC in Q4 2016 and held it in 3 quarters. The position peaked at $1.47M in Q2 2017. 250 funds tracked by Wall St. Rank hold IBKC as of Q4 2017.

  • Waratah Capital Advisors reported no remaining IBERIABANK Corp position as of Q4 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 10,275 IBERIABANK Corp shares in Q4 2017, an estimated $844K.
  • Waratah Capital Advisors first reported a position in IBERIABANK Corp in Q4 2016 and held it in 3 quarters.
  • Waratah Capital Advisors's IBERIABANK Corp position peaked at $1.47M in Q2 2017.
  • 250 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2017.

Based on Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.