Lupo Securities’s Independent Bank INDB Stock Holding History

Lupo Securities’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
2015 Q2	–	Sell	-15	Closed	-$4K	–	262
2015 Q1	$4K	Buy	+15	New	+$617	0.01%	362

Other funds holding INDB

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lupo Securities's INDB Position: Q2 2015 in Review

Lupo Securities sold out of Independent Bank (INDB) in Q2 2015, closing a stake of 77 shares — an estimated $3K sold.

Lupo Securities first reported a position in INDB in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 135 funds tracked by Wall St. Rank hold INDB as of Q2 2015.

Lupo Securities reported no remaining Independent Bank position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 77 Independent Bank shares in Q2 2015, an estimated $3K.
Lupo Securities first reported a position in Independent Bank in Q1 2015 and held it in 1 quarter.
Lupo Securities's Independent Bank position peaked at $3K in Q1 2015.
135 funds tracked by Wall St. Rank held Independent Bank as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.