WIL
IBKC

Winifred I. Li’s IBERIABANK Corp IBKC Stock Holding History

Winifred I. Li’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 		$69K Hold
1,060
– – 0.07% 243
2014
Q3 		$66K Sell
1,060
-40
-4% -$2.64K 0.06% 247
2014
Q2 		$76K Hold
1,100
– – 0.06% 242
2014
Q1 		$77K Hold
1,100
– – 0.07% 231
2013
Q4 		$69K Hold
1,100
– – 0.06% 242
2013
Q3 		$57K Hold
1,100
– – 0.05% 262
2013
Q2 		$59K Buy
+1,100
New +$54.9K 0.05% 252

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
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
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
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

Winifred I. Li's IBKC Position: Q4 2014 in Review

Winifred I. Li held its IBERIABANK Corp (IBKC) position steady in Q4 2014 at 1,060 shares worth $69K. The position accounts for 0.07% of the portfolio, ranked #243.

Winifred I. Li first reported a position in IBKC in Q2 2013 and has held it in 7 quarters since. The position peaked at $77K in Q1 2014. 198 funds tracked by Wall St. Rank hold IBKC as of Q4 2014.

  • Winifred I. Li held 1,060 shares of IBERIABANK Corp worth $69K as of Q4 2014.
  • Winifred I. Li left its IBERIABANK Corp share count unchanged in Q4 2014.
  • IBERIABANK Corp made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #243 holding.
  • Winifred I. Li first reported a position in IBERIABANK Corp in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's IBERIABANK Corp position peaked at $77K in Q1 2014.
  • 198 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.