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Independence Trust’s Intel INTC Stock Holding History

Independence Trust’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$4.32M Buy
93,597
+260
+0.3% +$11.3K 4.77% 6
2017
Q3 		$3.55M Sell
93,337
-186
-0.2% -$6.61K 4.06% 8
2017
Q2 		$3.15M Buy
93,523
+4,070
+5% +$146K 3.75% 11
2017
Q1 		$3.23M Buy
89,453
+8,230
+10% +$298K 4.15% 7
2016
Q4 		$2.95M Hold
81,223
– – 4.04% 6
2016
Q3 		$3.07M Sell
81,223
-3,530
-4% -$125K 5.02% 6
2016
Q2 		$2.78M Sell
84,753
-1,452
-2% -$45.5K 4.27% 7
2016
Q1 		$2.79M Sell
86,205
-13,994
-14% -$429K 4.4% 7
2015
Q4 		$3.45M Sell
100,199
-2,577
-3% -$87.1K 4.49% 5
2015
Q3 		$3.1M Sell
102,776
-12,478
-11% -$361K 3.18% 7
2015
Q2 		$3.5M Sell
115,254
-3,770
-3% -$122K 2.36% 6
2015
Q1 		$3.72M Sell
119,024
-3,772
-3% -$127K 2.36% 5
2014
Q4 		$4.46M Buy
122,796
+12,078
+11% +$420K 2.7% 3
2014
Q3 		$3.85M Sell
110,718
-2,832
-2% -$95.9K 2.54% 3
2014
Q2 		$3.51M Hold
113,550
– – 2.25% 4
2014
Q1 		$2.93M Buy
113,550
+230
+0.2% +$5.74K 2.02% 10
2013
Q4 		$2.94M Sell
113,320
-1,600
-1% -$38.7K 2.01% 8
2013
Q3 		$2.63M Sell
114,920
-480
-0.4% -$11.1K 1.94% 9
2013
Q2 		$2.79M Buy
+115,400
New +$2.73M 2.01% 5

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independence Trust's INTC Position: Q4 2017 in Review

Independence Trust increased its Intel (INTC) stake by 0.28% in Q4 2017, buying an estimated $11.3K and bringing the position to 93,597 shares worth $4.32M. The position accounts for 4.77% of the portfolio, ranked #6.

Independence Trust first reported a position in INTC in Q2 2013 and has held it in 19 quarters since. The position peaked at $4.46M in Q4 2014. 2,197 funds tracked by Wall St. Rank hold INTC as of Q4 2017.

  • Independence Trust held 93,597 shares of Intel worth $4.32M as of Q4 2017.
  • Independence Trust bought 260 Intel shares in Q4 2017, an estimated $11.3K.
  • Intel made up 4.77% of Independence Trust's portfolio in Q4 2017, its #6 holding.
  • Independence Trust first reported a position in Intel in Q2 2013 and has held it in 19 quarters since.
  • Independence Trust's Intel position peaked at $4.46M in Q4 2014.
  • 2,197 funds tracked by Wall St. Rank held Intel as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.