Advisor Group’s Independent Bank INDB Stock Holding History

Advisor Group’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 Q4	$128K	Sell	1,534 -139	-8%	-$11.4K	﹤0.01%	2749
2019 Q3	$124K	Sell	1,673 -21	-1%	-$1.52K	﹤0.01%	2721
2019 Q2	$129K	Sell	1,694 -25	-1%	-$1.95K	﹤0.01%	2657
2019 Q1	$139K	Buy	1,719 +1,245	+263%	+$98.7K	﹤0.01%	2578
2018 Q4	$33K	Sell	474 -130	-22%	-$10.1K	﹤0.01%	3479
2018 Q3	$50K	Buy	604 +12	+2%	+$1.05K	﹤0.01%	3287
2018 Q2	$47K	Hold	592	–	–	﹤0.01%	3143
2018 Q1	$42K	Hold	592	–	–	﹤0.01%	3195
2017 Q4	$41K	Buy	592 +413	+231%	+$29.6K	﹤0.01%	3221
2017 Q3	$14K	Hold	179	–	–	﹤0.01%	3770
2017 Q2	$12K	Buy	179 +15	+9%	+$956	﹤0.01%	3831
2017 Q1	$11K	Buy	164 +46	+39%	+$2.97K	﹤0.01%	3724
2016 Q4	$8K	Hold	118	–	–	﹤0.01%	3728
2016 Q3	$6K	Hold	118	–	–	﹤0.01%	3815
2016 Q2	$5K	Buy	+118	New	+$5.51K	﹤0.01%	3782

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

Advisor Group's INDB Position: Q4 2019 in Review

Advisor Group reduced its Independent Bank (INDB) stake by 8.3% in Q4 2019, selling an estimated $11.4K and leaving 1,534 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Advisor Group first reported a position in INDB in Q2 2016 and has held it in 15 quarters since. The position peaked at $139K in Q1 2019. 219 funds tracked by Wall St. Rank hold INDB as of Q4 2019.

Advisor Group held 1,534 shares of Independent Bank worth $128K as of Q4 2019.
Advisor Group sold 139 Independent Bank shares in Q4 2019, an estimated $11.4K.
Independent Bank made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2749 holding.
Advisor Group first reported a position in Independent Bank in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Independent Bank position peaked at $139K in Q1 2019.
219 funds tracked by Wall St. Rank held Independent Bank as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.