WC
IBKC

Whitnell & Co’s IBERIABANK Corp IBKC Stock Holding History

Whitnell & Co’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
2015
Q4 		– Sell
-542
Closed -$32K – 408
2015
Q3 		$32K Sell
542
-194
-26% -$12.2K 0.01% 195
2015
Q2 		$50K Buy
736
+465
+172% +$30.5K 0.02% 186
2015
Q1 		$17K Hold
271
– – 0.01% 210
2014
Q4 		$18K Buy
+271
New +$17.6K 0.01% 218

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Whitnell & Co's IBKC Position: Q4 2015 in Review

Whitnell & Co sold out of IBERIABANK Corp (IBKC) in Q4 2015, closing a stake of 542 shares — an estimated $32K sold.

Whitnell & Co first reported a position in IBKC in Q4 2014 and held it in 4 quarters. The position peaked at $50K in Q2 2015. 201 funds tracked by Wall St. Rank hold IBKC as of Q4 2015.

  • Whitnell & Co reported no remaining IBERIABANK Corp position as of Q4 2015 after selling out during the quarter.
  • Whitnell & Co sold 542 IBERIABANK Corp shares in Q4 2015, an estimated $32K.
  • Whitnell & Co first reported a position in IBERIABANK Corp in Q4 2014 and held it in 4 quarters.
  • Whitnell & Co's IBERIABANK Corp position peaked at $50K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2015.

Based on Whitnell & Co's 13F filing for Q4 2015, filed 4 Feb 2016.