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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
Q3 		– Sell
-8,200
Closed -$2K – 316
2019
Q2 		$2K Sell
8,200
-3,600
-31% -$78K ﹤0.01% 313
2019
Q1 		$2K Buy
+11,800
New +$265K ﹤0.01% 306

Other funds holding IBCP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
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
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
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.