AIM
INDB icon

Assured Investment Management’s Independent Bank INDB Stock Holding History

Assured Investment Management’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
2018
Q2 		– Sell
-414
Closed -$30K – 1241
2018
Q1 		$30K Buy
+414
New +$29.8K ﹤0.01% 1098

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Assured Investment Management's INDB Position: Q2 2018 in Review

Assured Investment Management sold out of Independent Bank (INDB) in Q2 2018, closing a stake of 414 shares — an estimated $30K sold.

Assured Investment Management first reported a position in INDB in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 171 funds tracked by Wall St. Rank hold INDB as of Q2 2018.

  • Assured Investment Management reported no remaining Independent Bank position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 414 Independent Bank shares in Q2 2018, an estimated $30K.
  • Assured Investment Management first reported a position in Independent Bank in Q1 2018 and held it in 1 quarter.
  • Assured Investment Management's Independent Bank position peaked at $30K in Q1 2018.
  • 171 funds tracked by Wall St. Rank held Independent Bank as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.