Denver Investment Advisors’s Independent Bank INDB Stock Holding History

Denver 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
2018 Q1	$14.7M	Sell	205,912 -6,971	-3%	-$501K	0.78%	37
2017 Q4	$14.9M	Sell	212,883 -8,373	-4%	-$600K	0.74%	46
2017 Q3	$16.5M	Sell	221,256 -58,493	-21%	-$4.07M	0.81%	41
2017 Q2	$18.6M	Buy	279,749 +90,999	+48%	+$5.8M	0.82%	35
2017 Q1	$12.3M	Buy	+188,750	New	+$12.2M	0.55%	73

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

CIP

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

Denver Investment Advisors's INDB Position: Q1 2018 in Review

Denver Investment Advisors reduced its Independent Bank (INDB) stake by 3.3% in Q1 2018, selling an estimated $501K and leaving 205,912 shares worth $14.7M. The position accounts for 0.78% of the portfolio, ranked #37.

Denver Investment Advisors first reported a position in INDB in Q1 2017 and has held it in 5 quarters since. The position peaked at $18.6M in Q2 2017. 173 funds tracked by Wall St. Rank hold INDB as of Q1 2018.

Denver Investment Advisors held 205,912 shares of Independent Bank worth $14.7M as of Q1 2018.
Denver Investment Advisors sold 6,971 Independent Bank shares in Q1 2018, an estimated $501K.
Independent Bank made up 0.78% of Denver Investment Advisors's portfolio in Q1 2018, its #37 holding.
Denver Investment Advisors first reported a position in Independent Bank in Q1 2017 and has held it in 5 quarters since.
Denver Investment Advisors's Independent Bank position peaked at $18.6M in Q2 2017.
173 funds tracked by Wall St. Rank held Independent Bank as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.