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Rothschild & Co Asset Management US’s Independent Bank INDB Stock Holding History

Rothschild & Co Asset Management US’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
2014
Q4 		– Sell
-34,877
Closed -$1.25M – 351
2014
Q3 		$1.25M Sell
34,877
-10,656
-23% -$393K 0.03% 329
2014
Q2 		$1.75M Sell
45,533
-1,574
-3% -$58.9K 0.04% 329
2014
Q1 		$1.85M Sell
47,107
-2,100
-4% -$78.6K 0.04% 338
2013
Q4 		$1.93M Sell
49,207
-3,678
-7% -$135K 0.04% 338
2013
Q3 		$1.89M Sell
52,885
-8,266
-14% -$301K 0.04% 331
2013
Q2 		$2.11M Buy
+61,151
New +$1.97M 0.05% 329

Other funds holding INDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rothschild & Co Asset Management US's INDB Position: Q4 2014 in Review

Rothschild & Co Asset Management US sold out of Independent Bank (INDB) in Q4 2014, closing a stake of 34,877 shares — an estimated $1.25M sold.

Rothschild & Co Asset Management US first reported a position in INDB in Q2 2013 and held it in 6 quarters. The position peaked at $2.11M in Q2 2013. 133 funds tracked by Wall St. Rank hold INDB as of Q4 2014.

  • Rothschild & Co Asset Management US reported no remaining Independent Bank position as of Q4 2014 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 34,877 Independent Bank shares in Q4 2014, an estimated $1.25M.
  • Rothschild & Co Asset Management US first reported a position in Independent Bank in Q2 2013 and held it in 6 quarters.
  • Rothschild & Co Asset Management US's Independent Bank position peaked at $2.11M in Q2 2013.
  • 133 funds tracked by Wall St. Rank held Independent Bank as of Q4 2014.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2014, filed 17 Feb 2015.