Beaumont Financial Advisors’s Independent Bank INDB Stock Holding History

Beaumont Financial Advisors’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
2019 Q1	–	Sell	-3,150	Closed	-$221K	–	238
2018 Q4	$221K	Hold	3,150	–	–	0.04%	179
2018 Q3	$260K	Hold	3,150	–	–	0.03%	197
2018 Q2	$247K	Hold	3,150	–	–	0.03%	176
2018 Q1	$225K	Sell	3,150 -148	-4%	-$10.6K	0.03%	189
2017 Q4	$230K	Hold	3,298	–	–	0.03%	170
2017 Q3	$246K	Hold	3,298	–	–	0.03%	164
2017 Q2	$220K	Hold	3,298	–	–	0.03%	167
2017 Q1	$214K	Hold	3,298	–	–	0.03%	175
2016 Q4	$232K	Buy	+3,298	New	+$202K	0.04%	142

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

Beaumont Financial Advisors's INDB Position: Q1 2019 in Review

Beaumont Financial Advisors sold out of Independent Bank (INDB) in Q1 2019, closing a stake of 3,150 shares — an estimated $221K sold.

Beaumont Financial Advisors first reported a position in INDB in Q4 2016 and held it in 9 quarters. The position peaked at $260K in Q3 2018. 196 funds tracked by Wall St. Rank hold INDB as of Q1 2019.

Beaumont Financial Advisors reported no remaining Independent Bank position as of Q1 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 3,150 Independent Bank shares in Q1 2019, an estimated $221K.
Beaumont Financial Advisors first reported a position in Independent Bank in Q4 2016 and held it in 9 quarters.
Beaumont Financial Advisors's Independent Bank position peaked at $260K in Q3 2018.
196 funds tracked by Wall St. Rank held Independent Bank as of Q1 2019.

Based on Beaumont Financial Advisors's 13F filing for Q1 2019, filed 6 May 2019.