Ballentine Partners’s Independent Bank INDB Stock Holding History

Ballentine Partners’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	-5,305	Closed	-$380K	–	365
2018 Q1	$380K	Hold	5,305	–	–	0.02%	224
2017 Q4	$371K	Hold	5,305	–	–	0.02%	235
2017 Q3	$396K	Hold	5,305	–	–	0.02%	225
2017 Q2	$384K	Hold	5,305	–	–	0.03%	236
2017 Q1	$345K	Hold	5,305	–	–	0.02%	162
2016 Q4	$374K	Hold	5,305	–	–	0.03%	135
2016 Q3	$287K	Hold	5,305	–	–	0.02%	141
2016 Q2	$242K	Hold	5,305	–	–	0.02%	172
2016 Q1	$244K	Buy	+5,305	New	+$237K	0.02%	172

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ballentine Partners's INDB Position: Q2 2018 in Review

Ballentine Partners sold out of Independent Bank (INDB) in Q2 2018, closing a stake of 5,305 shares — an estimated $380K sold.

Ballentine Partners first reported a position in INDB in Q1 2016 and held it in 9 quarters. The position peaked at $396K in Q3 2017. 171 funds tracked by Wall St. Rank hold INDB as of Q2 2018.

Ballentine Partners reported no remaining Independent Bank position as of Q2 2018 after selling out during the quarter.
Ballentine Partners sold 5,305 Independent Bank shares in Q2 2018, an estimated $380K.
Ballentine Partners first reported a position in Independent Bank in Q1 2016 and held it in 9 quarters.
Ballentine Partners's Independent Bank position peaked at $396K in Q3 2017.
171 funds tracked by Wall St. Rank held Independent Bank as of Q2 2018.

Based on Ballentine Partners's 13F filing for Q2 2018, filed 19 Jul 2018.