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SeaCrest Wealth Management’s Independent Bank INDB Stock Holding History

SeaCrest Wealth Management’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
2019
Q4 		– Sell
-4,846
Closed -$362K – 571
2019
Q3 		$362K Hold
4,846
– – 0.07% 341
2019
Q2 		$369K Buy
+4,846
New +$377K 0.08% 328

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's INDB Position: Q4 2019 in Review

SeaCrest Wealth Management sold out of Independent Bank (INDB) in Q4 2019, closing a stake of 4,846 shares — an estimated $362K sold.

SeaCrest Wealth Management first reported a position in INDB in Q2 2019 and held it in 2 quarters. The position peaked at $369K in Q2 2019. 219 funds tracked by Wall St. Rank hold INDB as of Q4 2019.

  • SeaCrest Wealth Management reported no remaining Independent Bank position as of Q4 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,846 Independent Bank shares in Q4 2019, an estimated $362K.
  • SeaCrest Wealth Management first reported a position in Independent Bank in Q2 2019 and held it in 2 quarters.
  • SeaCrest Wealth Management's Independent Bank position peaked at $369K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held Independent Bank as of Q4 2019.

Based on SeaCrest Wealth Management's 13F filing for Q4 2019, filed 22 Jan 2020.