Adams Diversified Equity Fund’s Independent Bank INDB Stock Holding History

Adams Diversified Equity Fund’s Portfolio INDB Stock Details INDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,800	Closed	-$137K	–	144
2019 Q2	$137K	Sell	1,800 -1,900	-51%	-$148K	0.01%	153
2019 Q1	$300K	Sell	3,700 -3,800	-51%	-$301K	0.02%	120
2018 Q4	$527K	Buy	+7,500	New	+$582K	0.03%	134
2016 Q4	–	Sell	-7,900	Closed	-$361K	–	232
2016 Q3	$361K	Hold	7,900	–	–	0.02%	147
2016 Q2	$361K	Buy	+7,900	New	+$369K	0.02%	147

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adams Diversified Equity Fund's INDB Position: Q3 2019 in Review

Adams Diversified Equity Fund sold out of Independent Bank (INDB) in Q3 2019, closing a stake of 1,800 shares — an estimated $137K sold.

Adams Diversified Equity Fund first reported a position in INDB in Q2 2016 and held it in 5 quarters. The position peaked at $527K in Q4 2018. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

Adams Diversified Equity Fund reported no remaining Independent Bank position as of Q3 2019 after selling out during the quarter.
Adams Diversified Equity Fund sold 1,800 Independent Bank shares in Q3 2019, an estimated $137K.
Adams Diversified Equity Fund first reported a position in Independent Bank in Q2 2016 and held it in 5 quarters.
Adams Diversified Equity Fund's Independent Bank position peaked at $527K in Q4 2018.
205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on Adams Diversified Equity Fund's 13F filing for Q3 2019, filed 28 Oct 2019.