Elkfork Partners’s Independent Bank INDB Stock Holding History

Elkfork Partners’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 Q3	$348K	Hold	4,664	–	–	0.01%	687
2019 Q2	$355K	Hold	4,664	–	–	0.01%	681
2019 Q1	$378K	Hold	4,664	–	–	0.01%	636
2018 Q4	$328K	Buy	4,664 +198	+4%	+$15.4K	0.01%	641
2018 Q3	$369K	Buy	4,466 +726	+19%	+$63.3K	0.01%	687
2018 Q2	$293K	Hold	3,740	–	–	0.01%	682
2018 Q1	$268K	Buy	3,740 +352	+10%	+$25.3K	0.01%	708
2017 Q4	$237K	Buy	3,388 +594	+21%	+$42.5K	0.01%	750
2017 Q3	$208K	Buy	2,794 +484	+21%	+$33.7K	0.01%	728
2017 Q2	$154K	Buy	2,310 +792	+52%	+$50.5K	﹤0.01%	764
2017 Q1	$99K	Sell	1,518 -242	-14%	-$15.6K	﹤0.01%	750
2016 Q4	$124K	Buy	+1,760	New	+$108K	﹤0.01%	684

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

CIP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Elkfork Partners's INDB Position: Q3 2019 in Review

Elkfork Partners held its Independent Bank (INDB) position steady in Q3 2019 at 4,664 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #687.

Elkfork Partners first reported a position in INDB in Q4 2016 and has held it in 12 quarters since. The position peaked at $378K in Q1 2019. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

Elkfork Partners held 4,664 shares of Independent Bank worth $348K as of Q3 2019.
Elkfork Partners left its Independent Bank share count unchanged in Q3 2019.
Independent Bank made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #687 holding.
Elkfork Partners first reported a position in Independent Bank in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Independent Bank position peaked at $378K in Q1 2019.
205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.