Ladenburg Thalmann Financial Services’s Independent Bank Corp IBCP Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$10K	Buy	429 +81	+23%	+$1.79K	﹤0.01%	4484
2019 Q3	$7K	Hold	348	–	–	﹤0.01%	4540
2019 Q2	$8K	Hold	348	–	–	﹤0.01%	4524
2019 Q1	$7K	Hold	348	–	–	﹤0.01%	4528
2018 Q4	$7K	Hold	348	–	–	﹤0.01%	4450
2018 Q3	$8K	Hold	348	–	–	﹤0.01%	4390
2018 Q2	$8K	Hold	348	–	–	﹤0.01%	4370
2018 Q1	$8K	Hold	348	–	–	﹤0.01%	4370
2017 Q4	$8K	Hold	348	–	–	﹤0.01%	4309
2017 Q3	$8K	Sell	348 -252	-42%	-$5.27K	﹤0.01%	4179
2017 Q2	$13K	Hold	600	–	–	﹤0.01%	3864
2017 Q1	$12K	Buy	600 +100	+20%	+$2.11K	﹤0.01%	3882
2016 Q4	$11K	Buy	500 +348	+229%	+$6.42K	﹤0.01%	3820
2016 Q3	$3K	Buy	152 +102	+204%	+$1.61K	﹤0.01%	4358
2016 Q2	$1K	Buy	+50	New	+$738	﹤0.01%	4565

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IBCP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Independent Bank Corp (IBCP) stake by 23% in Q4 2019, buying an estimated $1.79K and bringing the position to 429 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4484.

Ladenburg Thalmann Financial Services first reported a position in IBCP in Q2 2016 and has held it in 15 quarters since. The position peaked at $13K in Q2 2017. 129 funds tracked by Wall St. Rank hold IBCP as of Q4 2019.

Ladenburg Thalmann Financial Services held 429 shares of Independent Bank Corp worth $10K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 81 Independent Bank Corp shares in Q4 2019, an estimated $1.79K.
Independent Bank Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4484 holding.
Ladenburg Thalmann Financial Services first reported a position in Independent Bank Corp in Q2 2016 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's Independent Bank Corp position peaked at $13K in Q2 2017.
129 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.