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Legacy Financial Advisors’s Independent Bank INDB Stock Holding History

Legacy Financial 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
Q2 		– Sell
-159
Closed -$13K – 487
2019
Q1 		$13K Buy
+159
New +$12.6K ﹤0.01% 559

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's INDB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Independent Bank (INDB) in Q2 2019, closing a stake of 159 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in INDB in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 214 funds tracked by Wall St. Rank hold INDB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Independent Bank position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 159 Independent Bank shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in Independent Bank in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Independent Bank position peaked at $13K in Q1 2019.
  • 214 funds tracked by Wall St. Rank held Independent Bank as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.