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AA
ALPS Advisors’s
Independent Bank
INDB
Stock Holding History
ALPS Advisors’s Portfolio
INDB Stock Details
INDB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-6,035
Closed
-$397K
–
1024
2023
Q4
$397K
Sell
6,035
-345
-5%
-$19K
﹤0.01%
680
2023
Q3
$313K
Buy
+6,380
New
+$339K
﹤0.01%
854
2019
Q3
–
Sell
-4,717
Closed
-$359K
–
906
2019
Q2
$359K
Sell
4,717
-248
-5%
-$19.3K
﹤0.01%
763
2019
Q1
$402K
Sell
4,965
-63
-1%
-$4.99K
﹤0.01%
691
2018
Q4
$354K
Sell
5,028
-466
-8%
-$36.1K
﹤0.01%
703
2018
Q3
$454K
Sell
5,494
-641
-10%
-$55.9K
﹤0.01%
839
2018
Q2
$481K
Sell
6,135
-288
-4%
-$22K
﹤0.01%
621
2018
Q1
$460K
Buy
+6,423
New
+$462K
﹤0.01%
661
2017
Q1
–
Sell
-7,958
Closed
-$561K
–
784
2016
Q4
$561K
Buy
7,958
+75
+1%
+$4.6K
﹤0.01%
315
2016
Q3
$426K
Buy
+7,883
New
+$401K
﹤0.01%
434
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SAM
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$13.8B AUM
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1-Year Est. Return
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$16.8B AUM
27.39%
1-Year Est. Return
NI
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$717M AUM
3.8%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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