Bartlett & Co’s Independent Bank INDB Stock Holding History

Bartlett & Co’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
2015 Q1	–	Sell	-82	Closed	-$4K	–	759
2014 Q4	$4K	Buy	+82	New	+$3.24K	﹤0.01%	709

Other funds holding INDB

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $13.8B AUM 28.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bartlett & Co's INDB Position: Q1 2015 in Review

Bartlett & Co sold out of Independent Bank (INDB) in Q1 2015, closing a stake of 82 shares — an estimated $4K sold.

Bartlett & Co first reported a position in INDB in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 139 funds tracked by Wall St. Rank hold INDB as of Q1 2015.

Bartlett & Co reported no remaining Independent Bank position as of Q1 2015 after selling out during the quarter.
Bartlett & Co sold 82 Independent Bank shares in Q1 2015, an estimated $4K.
Bartlett & Co first reported a position in Independent Bank in Q4 2014 and held it in 1 quarter.
Bartlett & Co's Independent Bank position peaked at $4K in Q4 2014.
139 funds tracked by Wall St. Rank held Independent Bank as of Q1 2015.

Based on Bartlett & Co's 13F filing for Q1 2015, filed 1 May 2015.