MSA
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Marino Stram & Associates’s Independent Bank INDB Stock Holding History

Marino Stram & Associates’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
-1,650
Closed -$134K – 313
2019
Q1 		$134K Hold
1,650
– – 0.1% 93
2018
Q4 		$116K Hold
1,650
– – 0.1% 96
2018
Q3 		$136K Hold
1,650
– – 0.11% 100
2018
Q2 		$129K Hold
1,650
– – 0.11% 102
2018
Q1 		$118K Hold
1,650
– – 0.11% 108
2017
Q4 		$115K Buy
+1,650
New +$118K 0.11% 108

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