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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marino Stram & Associates's INDB Position: Q2 2019 in Review

Marino Stram & Associates sold out of Independent Bank (INDB) in Q2 2019, closing a stake of 1,650 shares — an estimated $134K sold.

Marino Stram & Associates first reported a position in INDB in Q4 2017 and held it in 6 quarters. The position peaked at $136K in Q3 2018. 214 funds tracked by Wall St. Rank hold INDB as of Q2 2019.

Marino Stram & Associates reported no remaining Independent Bank position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1,650 Independent Bank shares in Q2 2019, an estimated $134K.
Marino Stram & Associates first reported a position in Independent Bank in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's Independent Bank position peaked at $136K in Q3 2018.
214 funds tracked by Wall St. Rank held Independent Bank as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.