YMRC
IBKC

Yorktown Management & Research Company’s IBERIABANK Corp IBKC Stock Holding History

Yorktown Management & Research Company’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
Q3 		– Sell
-2,905
Closed -$201K – 504
2014
Q2 		$201K Buy
+2,905
New +$190K 0.04% 450

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Yorktown Management & Research Company's IBKC Position: Q3 2014 in Review

Yorktown Management & Research Company sold out of IBERIABANK Corp (IBKC) in Q3 2014, closing a stake of 2,905 shares — an estimated $201K sold.

Yorktown Management & Research Company first reported a position in IBKC in Q2 2014 and held it in 1 quarter. The position peaked at $201K in Q2 2014. 185 funds tracked by Wall St. Rank hold IBKC as of Q3 2014.

  • Yorktown Management & Research Company reported no remaining IBERIABANK Corp position as of Q3 2014 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,905 IBERIABANK Corp shares in Q3 2014, an estimated $201K.
  • Yorktown Management & Research Company first reported a position in IBERIABANK Corp in Q2 2014 and held it in 1 quarter.
  • Yorktown Management & Research Company's IBERIABANK Corp position peaked at $201K in Q2 2014.
  • 185 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2014.

Based on Yorktown Management & Research Company's 13F filing for Q3 2014, filed 31 Oct 2014.