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Old Mutual Customised Solutions’s Independent Bank INDB Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-600
Closed -$21K – 998
2013
Q2 		$21K Buy
+600
New +$19.3K 0.01% 1193

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Macquarie Group
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HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Old Mutual Customised Solutions's INDB Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Independent Bank (INDB) in Q3 2013, closing a stake of 600 shares — an estimated $21K sold.

Old Mutual Customised Solutions first reported a position in INDB in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 113 funds tracked by Wall St. Rank hold INDB as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Independent Bank position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 600 Independent Bank shares in Q3 2013, an estimated $21K.
  • Old Mutual Customised Solutions first reported a position in Independent Bank in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Independent Bank position peaked at $21K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held Independent Bank as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.