OBWP
INDB icon

O'Brien Wealth Partners’s Independent Bank INDB Stock Holding History

O'Brien Wealth Partners’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
-179
Closed -$15K – 131
2018
Q3 		$15K Buy
+179
New +$15.6K 0.01% 115
2018
Q2 		– Sell
-179
Closed -$13K – 141
2018
Q1 		$13K Buy
+179
New +$12.9K 0.01% 107

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

O'Brien Wealth Partners's INDB Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Independent Bank (INDB) in Q4 2018, closing a stake of 179 shares — an estimated $15K sold.

O'Brien Wealth Partners first reported a position in INDB in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 194 funds tracked by Wall St. Rank hold INDB as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Independent Bank position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 179 Independent Bank shares in Q4 2018, an estimated $15K.
  • O'Brien Wealth Partners first reported a position in Independent Bank in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Independent Bank position peaked at $15K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Independent Bank as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.