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Ropes Wealth Advisors’s Independent Bank INDB Stock Holding History

Ropes 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
Q1 		– Sell
-151
Closed -$11K – 671
2017
Q4 		$11K Hold
151
– – ﹤0.01% 521
2017
Q3 		$11K Buy
+151
New +$10.5K ﹤0.01% 505

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ropes Wealth Advisors's INDB Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Independent Bank (INDB) in Q1 2018, closing a stake of 151 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in INDB in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 173 funds tracked by Wall St. Rank hold INDB as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Independent Bank position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 151 Independent Bank shares in Q1 2018, an estimated $11K.
  • Ropes Wealth Advisors first reported a position in Independent Bank in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Independent Bank position peaked at $11K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Independent Bank as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.