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Bowling Portfolio Management’s Independent Bank Corp IBCP Stock Holding History

Bowling Portfolio Management’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
2020
Q4 		– Sell
-16,266
Closed -$204K – 296
2020
Q3 		$204K Buy
+16,266
New +$228K 0.05% 388
2018
Q4 		– Sell
-70,179
Closed -$1.66M – 368
2018
Q3 		$1.66M Sell
70,179
-4,270
-6% -$107K 0.23% 149
2018
Q2 		$1.9M Buy
+74,449
New +$1.85M 0.27% 144

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bowling Portfolio Management's IBCP Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Independent Bank Corp (IBCP) in Q4 2020, closing a stake of 16,266 shares — an estimated $204K sold.

Bowling Portfolio Management first reported a position in IBCP in Q2 2018 and held it in 3 quarters. The position peaked at $1.9M in Q2 2018. 126 funds tracked by Wall St. Rank hold IBCP as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Independent Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 16,266 Independent Bank Corp shares in Q4 2020, an estimated $204K.
  • Bowling Portfolio Management first reported a position in Independent Bank Corp in Q2 2018 and held it in 3 quarters.
  • Bowling Portfolio Management's Independent Bank Corp position peaked at $1.9M in Q2 2018.
  • 126 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.