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Ladenburg Thalmann Financial Services’s Independent Bank INDB Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$161K Sell
1,939
-116
-6% -$9.48K ﹤0.01% 2675
2019
Q3 		$153K Sell
2,055
-1,321
-39% -$95.8K ﹤0.01% 2659
2019
Q2 		$256K Sell
3,376
-1,300
-28% -$101K ﹤0.01% 2279
2019
Q1 		$378K Buy
4,676
+3,487
+293% +$276K ﹤0.01% 1902
2018
Q4 		$83K Sell
1,189
-277
-19% -$21.5K ﹤0.01% 2886
2018
Q3 		$120K Buy
1,466
+171
+13% +$14.9K ﹤0.01% 2689
2018
Q2 		$93K Hold
1,295
– – ﹤0.01% 2792
2018
Q1 		$93K Buy
1,295
+4
+0.3% +$288 ﹤0.01% 2792
2017
Q4 		$90K Buy
1,291
+4
+0.3% +$286 ﹤0.01% 2803
2017
Q3 		$97K Sell
1,287
-650
-34% -$45.2K ﹤0.01% 2622
2017
Q2 		$129K Buy
1,937
+8
+0.4% +$510 ﹤0.01% 2356
2017
Q1 		$126K Buy
1,929
+145
+8% +$9.36K ﹤0.01% 2249
2016
Q4 		$126K Buy
1,784
+1
+0.1% +$61 ﹤0.01% 2139
2016
Q3 		$97K Buy
1,783
+9
+0.5% +$458 ﹤0.01% 2279
2016
Q2 		$80K Buy
1,774
+1
+0.1% +$47 ﹤0.01% 2315
2016
Q1 		$82K Hold
1,773
– – ﹤0.01% 2207
2015
Q4 		$82K Buy
1,773
+9
+0.5% +$433 ﹤0.01% 2207
2015
Q3 		$81K Hold
1,764
– – ﹤0.01% 2134
2015
Q2 		$83K Hold
1,764
– – ﹤0.01% 2232
2015
Q1 		$78K Buy
1,764
+1,410
+398% +$58K ﹤0.01% 2244
2014
Q4 		$15K Hold
354
– – ﹤0.01% 3172
2014
Q3 		$13K Hold
354
– – ﹤0.01% 2945
2014
Q2 		$14K Hold
354
– – ﹤0.01% 2894
2014
Q1 		$14K Hold
354
– – ﹤0.01% 2763
2013
Q4 		$14K Hold
354
– – ﹤0.01% 2737
2013
Q3 		$13K Hold
354
– – ﹤0.01% 2707
2013
Q2 		$12K Buy
+354
New +$11.4K ﹤0.01% 2631

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its Independent Bank (INDB) stake by 5.6% in Q4 2019, selling an estimated $9.48K and leaving 1,939 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Ladenburg Thalmann Financial Services first reported a position in INDB in Q2 2013 and has held it in 27 quarters since. The position peaked at $378K in Q1 2019. 219 funds tracked by Wall St. Rank hold INDB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,939 shares of Independent Bank worth $161K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 116 Independent Bank shares in Q4 2019, an estimated $9.48K.
  • Independent Bank made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2675 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Independent Bank in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Independent Bank position peaked at $378K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held Independent Bank as of Q4 2019.

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