SteelPeak Wealth’s Independent Bank INDB Stock Holding History

SteelPeak Wealth’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	-8,278	Closed	-$689K	–	272
2019 Q4	$689K	Buy	+8,278	New	+$677K	0.1%	158

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SteelPeak Wealth's INDB Position: Q1 2020 in Review

SteelPeak Wealth sold out of Independent Bank (INDB) in Q1 2020, closing a stake of 8,278 shares — an estimated $689K sold.

SteelPeak Wealth first reported a position in INDB in Q4 2019 and held it in 1 quarter. The position peaked at $689K in Q4 2019. 190 funds tracked by Wall St. Rank hold INDB as of Q1 2020.

SteelPeak Wealth reported no remaining Independent Bank position as of Q1 2020 after selling out during the quarter.
SteelPeak Wealth sold 8,278 Independent Bank shares in Q1 2020, an estimated $689K.
SteelPeak Wealth first reported a position in Independent Bank in Q4 2019 and held it in 1 quarter.
SteelPeak Wealth's Independent Bank position peaked at $689K in Q4 2019.
190 funds tracked by Wall St. Rank held Independent Bank as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.