Aptus Capital Advisors’s Independent Bank INDB Stock Holding History

Aptus Capital Advisors’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
2021 Q2	–	Sell	-17,223	Closed	-$1.45M	–	582
2021 Q1	$1.45M	Buy	17,223 +7,720	+81%	+$645K	0.05%	170
2020 Q4	$694K	Buy	9,503 +2,447	+35%	+$159K	0.03%	218
2020 Q3	$370K	Sell	7,056 -168	-2%	-$10.4K	0.02%	247
2020 Q2	$485K	Buy	7,224 +84	+1%	+$5.65K	0.03%	198
2020 Q1	$460K	Buy	7,140 +504	+8%	+$36K	0.04%	183
2019 Q4	$552K	Buy	6,636 +1,092	+20%	+$89.3K	0.04%	251
2019 Q3	$414K	Sell	5,544 -1,428	-20%	-$104K	0.02%	288
2019 Q2	$530K	Buy	6,972 +1,092	+19%	+$85.1K	0.07%	216
2019 Q1	$476K	Buy	5,880 +2,520	+75%	+$200K	0.08%	194
2018 Q4	$236K	Buy	+3,360	New	+$261K	0.06%	142

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Aptus Capital Advisors's INDB Position: Q2 2021 in Review

Aptus Capital Advisors sold out of Independent Bank (INDB) in Q2 2021, closing a stake of 17,223 shares — an estimated $1.45M sold.

Aptus Capital Advisors first reported a position in INDB in Q4 2018 and held it in 10 quarters. The position peaked at $1.45M in Q1 2021. 209 funds tracked by Wall St. Rank hold INDB as of Q2 2021.

Aptus Capital Advisors reported no remaining Independent Bank position as of Q2 2021 after selling out during the quarter.
Aptus Capital Advisors sold 17,223 Independent Bank shares in Q2 2021, an estimated $1.45M.
Aptus Capital Advisors first reported a position in Independent Bank in Q4 2018 and held it in 10 quarters.
Aptus Capital Advisors's Independent Bank position peaked at $1.45M in Q1 2021.
209 funds tracked by Wall St. Rank held Independent Bank as of Q2 2021.

Based on Aptus Capital Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.