DADC
INDB icon

D.A. Davidson & Co’s Independent Bank INDB Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-1,995
Closed -$132K – 1527
2017
Q2 		$132K Buy
1,995
+228
+13% +$14.5K ﹤0.01% 1145
2017
Q1 		$114K Buy
1,767
+594
+51% +$38.3K ﹤0.01% 1194
2016
Q4 		$82K Buy
1,173
+75
+7% +$4.6K ﹤0.01% 1386
2016
Q3 		$59K Buy
1,098
+111
+11% +$5.65K ﹤0.01% 1443
2016
Q2 		$45K Buy
987
+362
+58% +$16.9K ﹤0.01% 1449
2016
Q1 		$28K Buy
625
+183
+41% +$8.16K ﹤0.01% 1600
2015
Q4 		$20K Buy
442
+33
+8% +$1.59K ﹤0.01% 1702
2015
Q3 		$18K Buy
409
+270
+194% +$12.6K ﹤0.01% 1699
2015
Q2 		$6K Buy
+139
New +$6.19K ﹤0.01% 1977

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

D.A. Davidson & Co's INDB Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Independent Bank (INDB) in Q3 2017, closing a stake of 1,995 shares — an estimated $132K sold.

D.A. Davidson & Co first reported a position in INDB in Q2 2015 and held it in 9 quarters. The position peaked at $132K in Q2 2017. 160 funds tracked by Wall St. Rank hold INDB as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Independent Bank position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,995 Independent Bank shares in Q3 2017, an estimated $132K.
  • D.A. Davidson & Co first reported a position in Independent Bank in Q2 2015 and held it in 9 quarters.
  • D.A. Davidson & Co's Independent Bank position peaked at $132K in Q2 2017.
  • 160 funds tracked by Wall St. Rank held Independent Bank as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.