Brinker Capital’s Independent Bank INDB Stock Holding History

Brinker Capital’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
2020 Q2	$368K	Sell	5,483 -1,371	-20%	-$92.2K	0.01%	783
2020 Q1	$441K	Buy	6,854 +116	+2%	+$8.29K	0.02%	678
2019 Q4	$561K	Buy	6,738 +136	+2%	+$11.1K	0.02%	683
2019 Q3	$493K	Buy	6,602 +1,089	+20%	+$79K	0.02%	706
2019 Q2	$422K	Sell	5,513 -188	-3%	-$14.6K	0.02%	721
2019 Q1	$464K	Buy	+5,701	New	+$452K	0.02%	700

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brinker Capital's INDB Position: Q2 2020 in Review

Brinker Capital reduced its Independent Bank (INDB) stake by 20% in Q2 2020, selling an estimated $92.2K and leaving 5,483 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #783.

Brinker Capital first reported a position in INDB in Q1 2019 and has held it in 6 quarters since. The position peaked at $561K in Q4 2019. 199 funds tracked by Wall St. Rank hold INDB as of Q2 2020.

Brinker Capital held 5,483 shares of Independent Bank worth $368K as of Q2 2020.
Brinker Capital sold 1,371 Independent Bank shares in Q2 2020, an estimated $92.2K.
Independent Bank made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #783 holding.
Brinker Capital first reported a position in Independent Bank in Q1 2019 and has held it in 6 quarters since.
Brinker Capital's Independent Bank position peaked at $561K in Q4 2019.
199 funds tracked by Wall St. Rank held Independent Bank as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.