Baird’s Independent Bank INDB Stock Holding History

Baird’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
2014 Q3	–	Sell	-6,627	Closed	-$254K	–	1137
2014 Q2	$254K	Sell	6,627 -8,318	-56%	-$311K	﹤0.01%	1028
2014 Q1	$588K	Buy	14,945 +419	+3%	+$15.7K	0.01%	799
2013 Q4	$568K	Buy	14,526 +60	+0.4%	+$2.2K	0.01%	790
2013 Q3	$516K	Sell	14,466 -235	-2%	-$8.56K	0.01%	784
2013 Q2	$507K	Buy	+14,701	New	+$473K	0.01%	752

Other funds holding INDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird's INDB Position: Q3 2014 in Review

Baird sold out of Independent Bank (INDB) in Q3 2014, closing a stake of 6,627 shares — an estimated $254K sold.

Baird first reported a position in INDB in Q2 2013 and held it in 5 quarters. The position peaked at $588K in Q1 2014. 132 funds tracked by Wall St. Rank hold INDB as of Q3 2014.

Baird reported no remaining Independent Bank position as of Q3 2014 after selling out during the quarter.
Baird sold 6,627 Independent Bank shares in Q3 2014, an estimated $254K.
Baird first reported a position in Independent Bank in Q2 2013 and held it in 5 quarters.
Baird's Independent Bank position peaked at $588K in Q1 2014.
132 funds tracked by Wall St. Rank held Independent Bank as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.