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Avantax Advisory Services’s Independent Bank Corp IBCP Stock Holding History

Avantax Advisory Services’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
2020
Q3 		– Sell
-20,015
Closed -$298K – 1384
2020
Q2 		$298K Hold
20,015
– – 0.01% 639
2020
Q1 		$257K Sell
20,015
-20,968
-51% -$407K 0.01% 637
2019
Q4 		$931K Buy
40,983
+27,852
+212% +$616K 0.02% 347
2019
Q3 		$280K Buy
+13,131
New +$274K 0.01% 455

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Avantax Advisory Services's IBCP Position: Q3 2020 in Review

Avantax Advisory Services sold out of Independent Bank Corp (IBCP) in Q3 2020, closing a stake of 20,015 shares — an estimated $298K sold.

Avantax Advisory Services first reported a position in IBCP in Q3 2019 and held it in 4 quarters. The position peaked at $931K in Q4 2019. 117 funds tracked by Wall St. Rank hold IBCP as of Q3 2020.

  • Avantax Advisory Services reported no remaining Independent Bank Corp position as of Q3 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 20,015 Independent Bank Corp shares in Q3 2020, an estimated $298K.
  • Avantax Advisory Services first reported a position in Independent Bank Corp in Q3 2019 and held it in 4 quarters.
  • Avantax Advisory Services's Independent Bank Corp position peaked at $931K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.