Mount Yale Investment Advisors’s Independent Bank Corp IBCP Stock Holding History

Mount Yale Investment Advisors’s Portfolio IBCP Stock Details IBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,233	Closed	-$186K	–	331
2019 Q3	$186K	Hold	8,233	–	–	0.03%	298
2019 Q2	$163K	Sell	8,233 -3,645	-31%	-$78.9K	0.03%	294
2019 Q1	$255K	Hold	11,878	–	–	0.05%	271
2018 Q4	$264K	Buy	+11,878	New	+$267K	0.05%	271

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's IBCP Position: Q4 2019 in Review

Mount Yale Investment Advisors sold out of Independent Bank Corp (IBCP) in Q4 2019, closing a stake of 8,233 shares — an estimated $186K sold.

Mount Yale Investment Advisors first reported a position in IBCP in Q4 2018 and held it in 4 quarters. The position peaked at $264K in Q4 2018. 129 funds tracked by Wall St. Rank hold IBCP as of Q4 2019.

Mount Yale Investment Advisors reported no remaining Independent Bank Corp position as of Q4 2019 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,233 Independent Bank Corp shares in Q4 2019, an estimated $186K.
Mount Yale Investment Advisors first reported a position in Independent Bank Corp in Q4 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Independent Bank Corp position peaked at $264K in Q4 2018.
129 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.