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McNamara Financial Services’s Independent Bank INDB Stock Holding History

McNamara Financial Services’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
2020
Q3 		– Sell
-11,460
Closed -$769K – 50
2020
Q2 		$769K Hold
11,460
– – 0.27% 20
2020
Q1 		$738K Hold
11,460
– – 0.3% 19
2019
Q4 		$954K Hold
11,460
– – 0.35% 19
2019
Q3 		$873K Buy
+11,460
New +$831K 0.35% 20

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

McNamara Financial Services's INDB Position: Q3 2020 in Review

McNamara Financial Services sold out of Independent Bank (INDB) in Q3 2020, closing a stake of 11,460 shares — an estimated $769K sold.

McNamara Financial Services first reported a position in INDB in Q3 2019 and held it in 4 quarters. The position peaked at $954K in Q4 2019. 192 funds tracked by Wall St. Rank hold INDB as of Q3 2020.

  • McNamara Financial Services reported no remaining Independent Bank position as of Q3 2020 after selling out during the quarter.
  • McNamara Financial Services sold 11,460 Independent Bank shares in Q3 2020, an estimated $769K.
  • McNamara Financial Services first reported a position in Independent Bank in Q3 2019 and held it in 4 quarters.
  • McNamara Financial Services's Independent Bank position peaked at $954K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Independent Bank as of Q3 2020.

Based on McNamara Financial Services's 13F filing for Q3 2020, filed 13 Oct 2020.