BCA
IBCP icon

Berman Capital Advisors’s Independent Bank Corp IBCP Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Sell
95
-34
-26% -$707 ﹤0.01% 1697
2021
Q2 		$2K Buy
129
+35
+37% +$808 ﹤0.01% 1601
2021
Q1 		$2K Sell
94
-1
-1% -$21 ﹤0.01% 1517
2020
Q4 		$1K Hold
95
– – ﹤0.01% 1537
2020
Q3 		$1K Buy
+95
New +$1.33K ﹤0.01% 1456

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's IBCP Position: Q3 2021 in Review

Berman Capital Advisors reduced its Independent Bank Corp (IBCP) stake by 26% in Q3 2021, selling an estimated $707 and leaving 95 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Berman Capital Advisors first reported a position in IBCP in Q3 2020 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold IBCP as of Q3 2021.

  • Berman Capital Advisors held 95 shares of Independent Bank Corp worth $2K as of Q3 2021.
  • Berman Capital Advisors sold 34 Independent Bank Corp shares in Q3 2021, an estimated $707.
  • Independent Bank Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1697 holding.
  • Berman Capital Advisors first reported a position in Independent Bank Corp in Q3 2020 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.