RA
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Rational Advisors’s Independent Bank INDB Stock Holding History

Rational 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
2016
Q2 		– Sell
-3,550
Closed -$163K – 232
2016
Q1 		$163K Buy
+3,550
New +$158K 0.11% 163

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rational Advisors's INDB Position: Q2 2016 in Review

Rational Advisors sold out of Independent Bank (INDB) in Q2 2016, closing a stake of 3,550 shares — an estimated $163K sold.

Rational Advisors first reported a position in INDB in Q1 2016 and held it in 1 quarter. The position peaked at $163K in Q1 2016. 152 funds tracked by Wall St. Rank hold INDB as of Q2 2016.

  • Rational Advisors reported no remaining Independent Bank position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 3,550 Independent Bank shares in Q2 2016, an estimated $163K.
  • Rational Advisors first reported a position in Independent Bank in Q1 2016 and held it in 1 quarter.
  • Rational Advisors's Independent Bank position peaked at $163K in Q1 2016.
  • 152 funds tracked by Wall St. Rank held Independent Bank as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.