Genesis Wealth Advisors’s Independent Bank INDB Stock Holding History

Genesis Wealth 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
2015 Q2	$9.38K	Hold	200	–	–	0.01%	347
2015 Q1	$8.8K	Hold	200	–	–	0.01%	359
2014 Q4	$8.26K	Buy	+200	New	+$7.91K	0.01%	391

Other funds holding INDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

CIP

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

Genesis Wealth Advisors's INDB Position: Q2 2015 in Review

Genesis Wealth Advisors held its Independent Bank (INDB) position steady in Q2 2015 at 200 shares worth $9.38K. The position accounts for 0.01% of the portfolio, ranked #347.

Genesis Wealth Advisors first reported a position in INDB in Q4 2014 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold INDB as of Q2 2015.

Genesis Wealth Advisors held 200 shares of Independent Bank worth $9.38K as of Q2 2015.
Genesis Wealth Advisors left its Independent Bank share count unchanged in Q2 2015.
Independent Bank made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #347 holding.
Genesis Wealth Advisors first reported a position in Independent Bank in Q4 2014 and has held it in 3 quarters since.
135 funds tracked by Wall St. Rank held Independent Bank as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.