New England Private Wealth Advisors’s Independent Bank INDB Stock Holding History

New England Private Wealth Advisors’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
2018 Q4	–	Sell	-3,168	Closed	-$262K	–	149
2018 Q3	$262K	Hold	3,168	–	–	0.07%	118
2018 Q2	$248K	Buy	3,168 +1	+0%	+$76	0.07%	122
2018 Q1	$227K	Buy	3,167 +1	+0%	+$72	0.06%	132
2017 Q4	$222K	Buy	3,166 +1	+0%	+$72	0.06%	127
2017 Q3	$236K	Buy	3,165 +1	+0%	+$70	0.07%	121
2017 Q2	$211K	Buy	3,164 +1	+0%	+$64	0.07%	129
2017 Q1	$205K	Hold	3,163	–	–	0.07%	126
2016 Q4	$222K	Buy	+3,163	New	+$194K	0.08%	112

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 $3.38T AUM 44.17% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

New England Private Wealth Advisors's INDB Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of Independent Bank (INDB) in Q4 2018, closing a stake of 3,168 shares — an estimated $262K sold.

New England Private Wealth Advisors first reported a position in INDB in Q4 2016 and held it in 8 quarters. The position peaked at $262K in Q3 2018. 194 funds tracked by Wall St. Rank hold INDB as of Q4 2018.

New England Private Wealth Advisors reported no remaining Independent Bank position as of Q4 2018 after selling out during the quarter.
New England Private Wealth Advisors sold 3,168 Independent Bank shares in Q4 2018, an estimated $262K.
New England Private Wealth Advisors first reported a position in Independent Bank in Q4 2016 and held it in 8 quarters.
New England Private Wealth Advisors's Independent Bank position peaked at $262K in Q3 2018.
194 funds tracked by Wall St. Rank held Independent Bank as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.