LBA Wealth Management’s Independent Bank INDB Stock Holding History

LBA Wealth Management’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
2017 Q1	$10K	Hold	150	–	–	0.01%	326
2016 Q4	$11K	Hold	150	–	–	0.01%	320
2016 Q3	$8K	Hold	150	–	–	﹤0.01%	338
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	329
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	326
2015 Q4	$7K	Hold	150	–	–	﹤0.01%	316
2015 Q3	$7K	Hold	150	–	–	﹤0.01%	272
2015 Q2	$7K	Sell	150 -150	-50%	-$6.68K	﹤0.01%	260
2015 Q1	$13K	Hold	300	–	–	0.01%	221
2014 Q4	$13K	Sell	300 -200	-40%	-$7.91K	0.01%	218
2014 Q3	$18K	Hold	500	–	–	0.01%	245
2014 Q2	$19K	Hold	500	–	–	0.02%	187
2014 Q1	$20K	Sell	500 -1,000	-67%	-$37.4K	0.02%	183
2013 Q4	$59K	Buy	+1,500	New	+$55K	0.05%	151

Other funds holding INDB

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LBA Wealth Management's INDB Position: Q1 2017 in Review

LBA Wealth Management held its Independent Bank (INDB) position steady in Q1 2017 at 150 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #326.

LBA Wealth Management first reported a position in INDB in Q4 2013 and has held it in 14 quarters since. The position peaked at $59K in Q4 2013. 169 funds tracked by Wall St. Rank hold INDB as of Q1 2017.

LBA Wealth Management held 150 shares of Independent Bank worth $10K as of Q1 2017.
LBA Wealth Management left its Independent Bank share count unchanged in Q1 2017.
Independent Bank made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #326 holding.
LBA Wealth Management first reported a position in Independent Bank in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Independent Bank position peaked at $59K in Q4 2013.
169 funds tracked by Wall St. Rank held Independent Bank as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.