William Blair Investment Management
IBKC

William Blair Investment Management’s IBERIABANK Corp IBKC Stock Holding History

William Blair Investment Management’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
2020
Q1 		– Sell
-182,192
Closed -$13.6M – 391
2019
Q4 		$13.6M Sell
182,192
-73,837
-29% -$5.48M 0.05% 239
2019
Q3 		$19.3M Buy
256,029
+18,523
+8% +$1.37M 0.08% 204
2019
Q2 		$18M Sell
237,506
-80,736
-25% -$6.13M 0.08% 221
2019
Q1 		$22.8M Sell
318,242
-14,060
-4% -$1.04M 0.1% 183
2018
Q4 		$21.4M Buy
332,302
+6,860
+2% +$504K 0.11% 184
2018
Q3 		$26.5M Sell
325,442
-22,912
-7% -$1.91M 0.09% 203
2018
Q2 		$26.4M Buy
348,354
+70,783
+26% +$5.58M 0.1% 202
2018
Q1 		$21.7M Sell
277,571
-8,281
-3% -$678K 0.08% 224
2017
Q4 		$22.2M Sell
285,852
-1,973
-0.7% -$152K 0.09% 231
2017
Q3 		$23.6M Sell
287,825
-206,573
-42% -$16.2M 0.08% 217
2017
Q2 		$40.3M Sell
494,398
-481,538
-49% -$38.2M 0.15% 163
2017
Q1 		$77.2M Buy
975,936
+44,907
+5% +$3.68M 0.29% 110
2016
Q4 		$78M Buy
931,029
+574,745
+161% +$44M 0.31% 111
2016
Q3 		$23.9M Sell
356,284
-6,885
-2% -$447K 0.09% 197
2016
Q2 		$21.7M Sell
363,169
-7,547
-2% -$438K 0.09% 204
2016
Q1 		$19M Buy
370,716
+46,012
+14% +$2.25M 0.08% 218
2015
Q4 		$17.9M Sell
324,704
-13,781
-4% -$823K 0.07% 215
2015
Q3 		$19.7M Buy
+338,485
New +$21.3M 0.04% 517

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management's IBKC Position: Q1 2020 in Review

William Blair Investment Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 182,192 shares — an estimated $13.6M sold.

William Blair Investment Management first reported a position in IBKC in Q3 2015 and held it in 18 quarters. The position peaked at $78M in Q4 2016. 243 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • William Blair Investment Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • William Blair Investment Management sold 182,192 IBERIABANK Corp shares in Q1 2020, an estimated $13.6M.
  • William Blair Investment Management first reported a position in IBERIABANK Corp in Q3 2015 and held it in 18 quarters.
  • William Blair Investment Management's IBERIABANK Corp position peaked at $78M in Q4 2016.
  • 243 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on William Blair Investment Management's 13F filing for Q1 2020, filed 8 May 2020.