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Dana Investment Advisors’s Independent Bank INDB Stock Holding History

Dana Investment 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
2020
Q3 		– Sell
-16,585
Closed -$1.11M – 290
2020
Q2 		$1.11M Sell
16,585
-701
-4% -$47.1K 0.06% 190
2020
Q1 		$1.11M Sell
17,286
-7,519
-30% -$537K 0.07% 165
2019
Q4 		$2.06M Sell
24,805
-2,422
-9% -$198K 0.1% 128
2019
Q3 		$2.03M Sell
27,227
-849
-3% -$61.6K 0.1% 130
2019
Q2 		$2.14M Buy
28,076
+1,286
+5% +$100K 0.11% 133
2019
Q1 		$2.17M Buy
+26,790
New +$2.12M 0.1% 132

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
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

Dana Investment Advisors's INDB Position: Q3 2020 in Review

Dana Investment Advisors sold out of Independent Bank (INDB) in Q3 2020, closing a stake of 16,585 shares — an estimated $1.11M sold.

Dana Investment Advisors first reported a position in INDB in Q1 2019 and held it in 6 quarters. The position peaked at $2.17M in Q1 2019. 192 funds tracked by Wall St. Rank hold INDB as of Q3 2020.

  • Dana Investment Advisors reported no remaining Independent Bank position as of Q3 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 16,585 Independent Bank shares in Q3 2020, an estimated $1.11M.
  • Dana Investment Advisors first reported a position in Independent Bank in Q1 2019 and held it in 6 quarters.
  • Dana Investment Advisors's Independent Bank position peaked at $2.17M in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Independent Bank as of Q3 2020.

Based on Dana Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.