IBERIABANK CORP
Q1 2014 13F-HR Holdings
Net value change ($000)
+8,960
(5.9%)
New positions
19
Sold out positions
10
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| LEG | 1,588 | NEW |
| GE | 1,368 | 522.1% |
| MMM | 1,031 | 195.6% |
| WEP | 911 | NEW |
| IWF | 523 | 22.9% |
| COACH INC | 492 | NEW |
| MRK | 448 | 16.7% |
| EPD | 386 | 102.4% |
| MSFT | 344 | 15.5% |
| WFC | 337 | 19.9% |
Top Reduces (Value $000, Stocks/ETFs)
| STAPLES INC | -1,481 | -100.0% |
| EMR | -1,422 | -73.4% |
| SWK | -726 | -74.8% |
| JPM | -505 | -12.8% |
| SPY | -471 | -32.6% |
| VGSH | -387 | -100.0% |
| AXP | -381 | -100.0% |
| MONSTER BEVERAGE CORP NE | -356 | -100.0% |
| GREENHAVEN CONT CMDTY INDEX UNIT BEN INT | -307 | -100.0% |
| PM | -302 | -8.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|