Wealthfront’s IBERIABANK Corp IBKC Stock Holding History

Wealthfront’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 Q4	–	Sell	-40	Closed	-$3K	–	1075
2014 Q3	$3K	Buy	+40	New	+$2.64K	﹤0.01%	581

Other funds holding IBKC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Wealthfront's IBKC Position: Q4 2014 in Review

Wealthfront sold out of IBERIABANK Corp (IBKC) in Q4 2014, closing a stake of 40 shares — an estimated $3K sold.

Wealthfront first reported a position in IBKC in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 198 funds tracked by Wall St. Rank hold IBKC as of Q4 2014.

Wealthfront reported no remaining IBERIABANK Corp position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 40 IBERIABANK Corp shares in Q4 2014, an estimated $3K.
Wealthfront first reported a position in IBERIABANK Corp in Q3 2014 and held it in 1 quarter.
Wealthfront's IBERIABANK Corp position peaked at $3K in Q3 2014.
198 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.