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Kovitz Investment Group’s Independent Bank Corp IBCP Stock Holding History

Kovitz Investment Group’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
Q1 		– Sell
-15,750
Closed -$189K – 116
2013
Q4 		$189K Buy
+15,750
New +$169K 0.01% 118

Other funds holding IBCP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Kovitz Investment Group's IBCP Position: Q1 2014 in Review

Kovitz Investment Group sold out of Independent Bank Corp (IBCP) in Q1 2014, closing a stake of 15,750 shares — an estimated $189K sold.

Kovitz Investment Group first reported a position in IBCP in Q4 2013 and held it in 1 quarter. The position peaked at $189K in Q4 2013. 90 funds tracked by Wall St. Rank hold IBCP as of Q1 2014.

  • Kovitz Investment Group reported no remaining Independent Bank Corp position as of Q1 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 15,750 Independent Bank Corp shares in Q1 2014, an estimated $189K.
  • Kovitz Investment Group first reported a position in Independent Bank Corp in Q4 2013 and held it in 1 quarter.
  • Kovitz Investment Group's Independent Bank Corp position peaked at $189K in Q4 2013.
  • 90 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2014.

Based on Kovitz Investment Group's 13F filing for Q1 2014, filed 15 May 2014.