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JOYN Advisors’s Independent Bank Corp IBCP Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-120
Closed -$3K – 692
2018
Q4 		$3K Hold
120
– – ﹤0.01% 1397
2018
Q3 		$3K Hold
120
– – ﹤0.01% 1349
2018
Q2 		$3K Hold
120
– – ﹤0.01% 1310
2018
Q1 		$3K Buy
+120
New +$2.8K ﹤0.01% 976

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JOYN Advisors's IBCP Position: Q1 2019 in Review

JOYN Advisors sold out of Independent Bank Corp (IBCP) in Q1 2019, closing a stake of 120 shares — an estimated $3K sold.

JOYN Advisors first reported a position in IBCP in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 136 funds tracked by Wall St. Rank hold IBCP as of Q1 2019.

  • JOYN Advisors reported no remaining Independent Bank Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 120 Independent Bank Corp shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Independent Bank Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Independent Bank Corp position peaked at $3K in Q4 2018.
  • 136 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.