Claro Advisors’s Independent Bank INDB Stock Holding History

Claro 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 Q1	–	Sell	-743	Closed	-$61K	–	533
2018 Q4	$61K	Buy	+743	New	+$57.6K	0.05%	309

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Claro Advisors's INDB Position: Q1 2019 in Review

Claro Advisors sold out of Independent Bank (INDB) in Q1 2019, closing a stake of 743 shares — an estimated $61K sold.

Claro Advisors first reported a position in INDB in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 196 funds tracked by Wall St. Rank hold INDB as of Q1 2019.

Claro Advisors reported no remaining Independent Bank position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 743 Independent Bank shares in Q1 2019, an estimated $61K.
Claro Advisors first reported a position in Independent Bank in Q4 2018 and held it in 1 quarter.
Claro Advisors's Independent Bank position peaked at $61K in Q4 2018.
196 funds tracked by Wall St. Rank held Independent Bank as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.