SKK
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Shepherd Kaplan Krochuk’s Independent Bank INDB Stock Holding History

Shepherd Kaplan Krochuk’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
2020
Q1 		– Sell
-9,029
Closed -$752K – 154
2019
Q4 		$752K Hold
9,029
– – 0.57% 52
2019
Q3 		$674K Hold
9,029
– – 0.49% 57
2019
Q2 		$688K Buy
+9,029
New +$703K 0.49% 57

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Kaplan Krochuk's INDB Position: Q1 2020 in Review

Shepherd Kaplan Krochuk sold out of Independent Bank (INDB) in Q1 2020, closing a stake of 9,029 shares — an estimated $752K sold.

Shepherd Kaplan Krochuk first reported a position in INDB in Q2 2019 and held it in 3 quarters. The position peaked at $752K in Q4 2019. 190 funds tracked by Wall St. Rank hold INDB as of Q1 2020.

  • Shepherd Kaplan Krochuk reported no remaining Independent Bank position as of Q1 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 9,029 Independent Bank shares in Q1 2020, an estimated $752K.
  • Shepherd Kaplan Krochuk first reported a position in Independent Bank in Q2 2019 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Independent Bank position peaked at $752K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Independent Bank as of Q1 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2020, filed 12 May 2020.