Capstone Asset Management’s Independent Bank INDB Stock Holding History

Capstone Asset Management’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
2017 Q2	$327K	Sell	4,906 -230	-4%	-$14.7K	0.01%	1193
2017 Q1	$334K	Sell	5,136 -740	-13%	-$47.7K	0.01%	1187
2016 Q4	$414K	Sell	5,876 -2,170	-27%	-$133K	0.01%	1079
2016 Q3	$435K	Sell	8,046 -110	-1%	-$5.6K	0.01%	1057
2016 Q2	$373K	Buy	8,156 +480	+6%	+$22.4K	0.01%	1159
2016 Q1	$353K	Sell	7,676 -790	-9%	-$35.2K	0.01%	1151
2015 Q4	$394K	Buy	8,466 +300	+4%	+$14.4K	0.01%	1083
2015 Q3	$376K	Buy	8,166 +810	+11%	+$37.8K	0.01%	1096
2015 Q2	$345K	Sell	7,356 -3,900	-35%	-$174K	0.01%	1220
2015 Q1	$494K	Buy	11,256 +1,840	+20%	+$75.7K	0.01%	1090
2014 Q4	$403K	Sell	9,416 -590	-6%	-$23.3K	0.01%	1188
2014 Q3	$357K	Buy	10,006 +50	+0.5%	+$1.84K	0.01%	1237
2014 Q2	$382K	Buy	9,956 +1,920	+24%	+$71.9K	0.01%	1237
2014 Q1	$316K	Sell	8,036 -617	-7%	-$23.1K	0.01%	1383
2013 Q4	$339K	Sell	8,653 -2,684	-24%	-$98.5K	0.01%	1427
2013 Q3	$405K	Buy	11,337 +240	+2%	+$8.74K	0.01%	1452
2013 Q2	$383K	Buy	+11,097	New	+$357K	0.01%	1407

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capstone Asset Management's INDB Position: Q2 2017 in Review

Capstone Asset Management reduced its Independent Bank (INDB) stake by 4.5% in Q2 2017, selling an estimated $14.7K and leaving 4,906 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1193.

Capstone Asset Management first reported a position in INDB in Q2 2013 and has held it in 17 quarters since. The position peaked at $494K in Q1 2015. 160 funds tracked by Wall St. Rank hold INDB as of Q2 2017.

Capstone Asset Management held 4,906 shares of Independent Bank worth $327K as of Q2 2017.
Capstone Asset Management sold 230 Independent Bank shares in Q2 2017, an estimated $14.7K.
Independent Bank made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1193 holding.
Capstone Asset Management first reported a position in Independent Bank in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Independent Bank position peaked at $494K in Q1 2015.
160 funds tracked by Wall St. Rank held Independent Bank as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.