WBI Investments’s IBERIABANK Corp IBKC Stock Holding History

WBI Investments’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 Q4	–	Sell	-59,123	Closed	-$4.81M	–	250
2018 Q3	$4.81M	Buy	+59,123	New	+$4.92M	0.26%	77
2017 Q3	–	Sell	-35,072	Closed	-$2.86M	–	398
2017 Q2	$2.86M	Buy	+35,072	New	+$2.78M	0.12%	127
2016 Q4	–	Sell	-19,824	Closed	-$1.33M	–	423
2016 Q3	$1.33M	Buy	+19,824	New	+$1.29M	0.05%	190
2015 Q2	–	Sell	-100,019	Closed	-$6.3M	–	294
2015 Q1	$6.3M	Buy	+100,019	New	+$6.11M	0.15%	108

Other funds holding IBKC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBI Investments's IBKC Position: Q4 2018 in Review

WBI Investments sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 59,123 shares — an estimated $4.81M sold.

WBI Investments first reported a position in IBKC in Q1 2015 and held it in 4 quarters. The position peaked at $6.3M in Q1 2015. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

WBI Investments reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
WBI Investments sold 59,123 IBERIABANK Corp shares in Q4 2018, an estimated $4.81M.
WBI Investments first reported a position in IBERIABANK Corp in Q1 2015 and held it in 4 quarters.
WBI Investments's IBERIABANK Corp position peaked at $6.3M in Q1 2015.
263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.