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JOYN Advisors’s Independent Bank INDB Stock Holding History

JOYN 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
2019
Q1 		– Sell
-15
Closed -$1K – 711
2018
Q4 		$1K Buy
15
+9
+150% +$698 ﹤0.01% 1637
2018
Q3 		$0 Buy
6
+3
+100% +$262 ﹤0.01% 1813
2018
Q2 		$0 Hold
3
– – ﹤0.01% 1796
2018
Q1 		$0 Buy
+3
New +$216 ﹤0.01% 1358

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JOYN Advisors's INDB Position: Q1 2019 in Review

JOYN Advisors sold out of Independent Bank (INDB) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

JOYN Advisors first reported a position in INDB in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 196 funds tracked by Wall St. Rank hold INDB as of Q1 2019.

  • JOYN Advisors reported no remaining Independent Bank position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 15 Independent Bank shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Independent Bank in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Independent Bank position peaked at $1K in Q4 2018.
  • 196 funds tracked by Wall St. Rank held Independent Bank as of Q1 2019.

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