MFS
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MSI Financial Services’s Independent Bank INDB Stock Holding History

MSI 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
2016
Q4 		$0 Hold
3
– – ﹤0.01% 3901
2016
Q3 		$0 Hold
3
– – ﹤0.01% 3934
2016
Q2 		$0 Sell
3
-647
-100% -$30.2K ﹤0.01% 3997
2016
Q1 		$30K Hold
650
– – ﹤0.01% 2063
2015
Q4 		$30K Hold
650
– – ﹤0.01% 2050
2015
Q3 		$30K Sell
650
-323
-33% -$15.1K ﹤0.01% 1486
2015
Q2 		$46K Buy
+973
New +$43.3K ﹤0.01% 1350

Other funds holding INDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MSI Financial Services's INDB Position: Q4 2016 in Review

MSI Financial Services held its Independent Bank (INDB) position steady in Q4 2016 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

MSI Financial Services first reported a position in INDB in Q2 2015 and has held it in 7 quarters since. The position peaked at $46K in Q2 2015. 170 funds tracked by Wall St. Rank hold INDB as of Q4 2016.

  • MSI Financial Services held 3 shares of Independent Bank worth $0 as of Q4 2016.
  • MSI Financial Services left its Independent Bank share count unchanged in Q4 2016.
  • Independent Bank made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3901 holding.
  • MSI Financial Services first reported a position in Independent Bank in Q2 2015 and has held it in 7 quarters since.
  • MSI Financial Services's Independent Bank position peaked at $46K in Q2 2015.
  • 170 funds tracked by Wall St. Rank held Independent Bank as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.