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Aspen Investment Management’s Independent Bank Corp IBCP Stock Holding History

Aspen Investment Management’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,338
Closed -$292K – 150
2021
Q1 		$292K Buy
12,338
+1,015
+9% +$21.5K 0.16% 114
2020
Q4 		$209K Buy
+11,323
New +$185K 0.12% 134

Other funds holding IBCP

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FCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aspen Investment Management's IBCP Position: Q2 2021 in Review

Aspen Investment Management sold out of Independent Bank Corp (IBCP) in Q2 2021, closing a stake of 12,338 shares — an estimated $292K sold.

Aspen Investment Management first reported a position in IBCP in Q4 2020 and held it in 2 quarters. The position peaked at $292K in Q1 2021. 133 funds tracked by Wall St. Rank hold IBCP as of Q2 2021.

  • Aspen Investment Management reported no remaining Independent Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Aspen Investment Management sold 12,338 Independent Bank Corp shares in Q2 2021, an estimated $292K.
  • Aspen Investment Management first reported a position in Independent Bank Corp in Q4 2020 and held it in 2 quarters.
  • Aspen Investment Management's Independent Bank Corp position peaked at $292K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2021.

Based on Aspen Investment Management's 13F filing for Q2 2021, filed 4 Aug 2021.