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Cornerstone Advisors (Washington)’s Independent Bank INDB Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-11
Closed -$1K – 725
2020
Q2 		$1K Hold
11
– – ﹤0.01% 644
2020
Q1 		$1K Buy
+11
New +$786 ﹤0.01% 668
2014
Q3 		– Sell
-14
Closed -$1K – 619
2014
Q2 		$1K Hold
14
– – ﹤0.01% 573
2014
Q1 		$1K Buy
+14
New +$524 ﹤0.01% 494

Other funds holding INDB

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cornerstone Advisors (Washington)'s INDB Position: Q3 2020 in Review

Cornerstone Advisors (Washington) sold out of Independent Bank (INDB) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in INDB in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 192 funds tracked by Wall St. Rank hold INDB as of Q3 2020.

  • Cornerstone Advisors (Washington) reported no remaining Independent Bank position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 11 Independent Bank shares in Q3 2020, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Independent Bank in Q1 2014 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s Independent Bank position peaked at $1K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Independent Bank as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.