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Guggenheim Capital’s Independent Bank Corp IBCP Stock Holding History

Guggenheim Capital’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-13,034
Closed -$155K – 3053
2014
Q3 		$155K Sell
13,034
-6,732
-34% -$83.3K ﹤0.01% 2857
2014
Q2 		$254K Buy
19,766
+385
+2% +$4.97K ﹤0.01% 2830
2014
Q1 		$252K Buy
19,381
+2,389
+14% +$31K ﹤0.01% 2804
2013
Q4 		$204K Buy
+16,992
New +$182K ﹤0.01% 2834

Other funds holding IBCP

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Guggenheim Capital's IBCP Position: Q4 2014 in Review

Guggenheim Capital sold out of Independent Bank Corp (IBCP) in Q4 2014, closing a stake of 13,034 shares — an estimated $155K sold.

Guggenheim Capital first reported a position in IBCP in Q4 2013 and held it in 4 quarters. The position peaked at $254K in Q2 2014. 85 funds tracked by Wall St. Rank hold IBCP as of Q4 2014.

  • Guggenheim Capital reported no remaining Independent Bank Corp position as of Q4 2014 after selling out during the quarter.
  • Guggenheim Capital sold 13,034 Independent Bank Corp shares in Q4 2014, an estimated $155K.
  • Guggenheim Capital first reported a position in Independent Bank Corp in Q4 2013 and held it in 4 quarters.
  • Guggenheim Capital's Independent Bank Corp position peaked at $254K in Q2 2014.
  • 85 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2014.

Based on Guggenheim Capital's 13F filing for Q4 2014, filed 17 Feb 2015.