Petrus Trust Company’s Independent Bank Corp IBCP Stock Holding History

Petrus Trust Company’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
2020 Q4	–	Sell	-10,300	Closed	-$129K	–	149
2020 Q3	$129K	Buy	+10,300	New	+$144K	0.01%	239
2019 Q4	–	Sell	-10,813	Closed	-$230K	–	320
2019 Q3	$230K	Buy	+10,813	New	+$225K	0.04%	176
2018 Q4	–	Sell	-10,194	Closed	-$241K	–	258
2018 Q3	$241K	Buy	+10,194	New	+$255K	0.05%	152

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Petrus Trust Company's IBCP Position: Q4 2020 in Review

Petrus Trust Company sold out of Independent Bank Corp (IBCP) in Q4 2020, closing a stake of 10,300 shares — an estimated $129K sold.

Petrus Trust Company first reported a position in IBCP in Q3 2018 and held it in 3 quarters. The position peaked at $241K in Q3 2018. 126 funds tracked by Wall St. Rank hold IBCP as of Q4 2020.

Petrus Trust Company reported no remaining Independent Bank Corp position as of Q4 2020 after selling out during the quarter.
Petrus Trust Company sold 10,300 Independent Bank Corp shares in Q4 2020, an estimated $129K.
Petrus Trust Company first reported a position in Independent Bank Corp in Q3 2018 and held it in 3 quarters.
Petrus Trust Company's Independent Bank Corp position peaked at $241K in Q3 2018.
126 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2020.

Based on Petrus Trust Company's 13F filing for Q4 2020, filed 16 Feb 2021.