BA
INDB icon

Boston Advisors’s Independent Bank INDB Stock Holding History

Boston 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
Q3 		$378K Sell
5,060
-3,180
-39% -$231K 0.02% 489
2019
Q2 		$627K Buy
8,240
+225
+3% +$17.5K 0.03% 440
2019
Q1 		$649K Sell
8,015
-375
-4% -$29.7K 0.03% 420
2018
Q4 		$590K Sell
8,390
-150
-2% -$11.6K 0.03% 429
2018
Q3 		$705K Sell
8,540
-120
-1% -$10.5K 0.03% 433
2018
Q2 		$679K Buy
8,660
+735
+9% +$56.1K 0.02% 444
2018
Q1 		$567K Buy
7,925
+3,000
+61% +$216K 0.01% 474
2017
Q4 		$344K Buy
4,925
+360
+8% +$25.8K 0.01% 553
2017
Q3 		$341K Buy
4,565
+270
+6% +$18.8K 0.01% 563
2017
Q2 		$286K Sell
4,295
-110
-2% -$7.01K 0.01% 588
2017
Q1 		$286K Sell
4,405
-2,555
-37% -$165K 0.01% 569
2016
Q4 		$490K Sell
6,960
-43,155
-86% -$2.65M 0.01% 485
2016
Q3 		$2.71M Sell
50,115
-395
-0.8% -$20.1K 0.07% 263
2016
Q2 		$2.31M Buy
50,510
+15,290
+43% +$713K 0.06% 267
2016
Q1 		$1.62M Buy
+35,220
New +$1.57M 0.04% 272

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Advisors's INDB Position: Q3 2019 in Review

Boston Advisors reduced its Independent Bank (INDB) stake by 39% in Q3 2019, selling an estimated $231K and leaving 5,060 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #489.

Boston Advisors first reported a position in INDB in Q1 2016 and has held it in 15 quarters since. The position peaked at $2.71M in Q3 2016. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

  • Boston Advisors held 5,060 shares of Independent Bank worth $378K as of Q3 2019.
  • Boston Advisors sold 3,180 Independent Bank shares in Q3 2019, an estimated $231K.
  • Independent Bank made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #489 holding.
  • Boston Advisors first reported a position in Independent Bank in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's Independent Bank position peaked at $2.71M in Q3 2016.
  • 205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.