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Berman Capital Advisors’s First Internet Bancorp INBK Stock Holding History

Berman Capital Advisors’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-108
Closed -$1K – 1683
2020
Q2 		$1K Buy
+108
New +$1.69K ﹤0.01% 1439
2020
Q1 		– Sell
-66
Closed -$1K – 1556
2019
Q4 		$1K Hold
66
– – ﹤0.01% 1335
2019
Q3 		$1K Hold
66
– – ﹤0.01% 1323
2019
Q2 		$1K Hold
66
– – ﹤0.01% 1334
2019
Q1 		$1K Buy
+66
New +$1.39K ﹤0.01% 1216

Other funds holding INBK

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Berman Capital Advisors's INBK Position: Q3 2020 in Review

Berman Capital Advisors sold out of First Internet Bancorp (INBK) in Q3 2020, closing a stake of 108 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in INBK in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 90 funds tracked by Wall St. Rank hold INBK as of Q3 2020.

  • Berman Capital Advisors reported no remaining First Internet Bancorp position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 108 First Internet Bancorp shares in Q3 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in First Internet Bancorp in Q1 2019 and held it in 5 quarters.
  • Berman Capital Advisors's First Internet Bancorp position peaked at $1K in Q2 2020.
  • 90 funds tracked by Wall St. Rank held First Internet Bancorp as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.