WT
IBKC

Whittier Trust’s IBERIABANK Corp IBKC Stock Holding History

Whittier Trust’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
-108
Closed -$6K – 1254
2015
Q3 		$6K Hold
108
– – ﹤0.01% 1018
2015
Q2 		$7K Sell
108
-158
-59% -$10.3K ﹤0.01% 1057
2015
Q1 		$17K Buy
266
+160
+151% +$9.78K ﹤0.01% 922
2014
Q4 		$7K Buy
+106
New +$6.9K ﹤0.01% 923

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

Whittier Trust's IBKC Position: Q4 2015 in Review

Whittier Trust sold out of IBERIABANK Corp (IBKC) in Q4 2015, closing a stake of 108 shares — an estimated $6K sold.

Whittier Trust first reported a position in IBKC in Q4 2014 and held it in 4 quarters. The position peaked at $17K in Q1 2015. 201 funds tracked by Wall St. Rank hold IBKC as of Q4 2015.

  • Whittier Trust reported no remaining IBERIABANK Corp position as of Q4 2015 after selling out during the quarter.
  • Whittier Trust sold 108 IBERIABANK Corp shares in Q4 2015, an estimated $6K.
  • Whittier Trust first reported a position in IBERIABANK Corp in Q4 2014 and held it in 4 quarters.
  • Whittier Trust's IBERIABANK Corp position peaked at $17K in Q1 2015.
  • 201 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2015.

Based on Whittier Trust's 13F filing for Q4 2015, filed 10 Feb 2016.