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Caption Management’s Independent Bank Corp IBCP Stock Holding History

Caption 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
2018
Q4 		– Sell
-10,000
Closed -$237K – 533
2018
Q3 		$237K Buy
+10,000
New +$250K 0.01% 450

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caption Management's IBCP Position: Q4 2018 in Review

Caption Management sold out of Independent Bank Corp (IBCP) in Q4 2018, closing a stake of 10,000 shares — an estimated $237K sold.

Caption Management first reported a position in IBCP in Q3 2018 and held it in 1 quarter. The position peaked at $237K in Q3 2018. 146 funds tracked by Wall St. Rank hold IBCP as of Q4 2018.

  • Caption Management reported no remaining Independent Bank Corp position as of Q4 2018 after selling out during the quarter.
  • Caption Management sold 10,000 Independent Bank Corp shares in Q4 2018, an estimated $237K.
  • Caption Management first reported a position in Independent Bank Corp in Q3 2018 and held it in 1 quarter.
  • Caption Management's Independent Bank Corp position peaked at $237K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2018.

Based on Caption Management's 13F filing for Q4 2018, filed 30 Jan 2019.