Jacobs Levy Equity Management’s Independent Bank INDB Stock Holding History

Jacobs Levy Equity Management’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 Q1	–	Sell	-6,209	Closed	-$266K	–	828
2014 Q4	$266K	Sell	6,209 -13,461	-68%	-$533K	﹤0.01%	704
2014 Q3	$703K	Buy	+19,670	New	+$725K	0.01%	559

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management's INDB Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of Independent Bank (INDB) in Q1 2015, closing a stake of 6,209 shares — an estimated $266K sold.

Jacobs Levy Equity Management first reported a position in INDB in Q3 2014 and held it in 2 quarters. The position peaked at $703K in Q3 2014. 139 funds tracked by Wall St. Rank hold INDB as of Q1 2015.

Jacobs Levy Equity Management reported no remaining Independent Bank position as of Q1 2015 after selling out during the quarter.
Jacobs Levy Equity Management sold 6,209 Independent Bank shares in Q1 2015, an estimated $266K.
Jacobs Levy Equity Management first reported a position in Independent Bank in Q3 2014 and held it in 2 quarters.
Jacobs Levy Equity Management's Independent Bank position peaked at $703K in Q3 2014.
139 funds tracked by Wall St. Rank held Independent Bank as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.