Stifel Financial’s Independent Bank Corp IBCP Stock Holding History

Stifel Financial’s Portfolio IBCP Stock Details IBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-41,901	Closed	-$950K	–	2945
2019 Q4	$950K	Sell	41,901 -39,020	-48%	-$864K	﹤0.01%	1867
2019 Q3	$1.73M	Sell	80,921 -1,609	-2%	-$33.5K	﹤0.01%	1415
2019 Q2	$1.8M	Buy	+82,530	New	+$1.79M	﹤0.01%	1412
2016 Q1	–	Sell	-16,825	Closed	-$256K	–	2305
2015 Q4	$256K	Sell	16,825 -5,127	-23%	-$76.8K	﹤0.01%	1995
2015 Q3	$324K	Buy	21,952 +1,419	+7%	+$20K	﹤0.01%	1790
2015 Q2	$278K	Sell	20,533 -48,812	-70%	-$650K	﹤0.01%	1998
2015 Q1	$889K	Buy	69,345 +43,160	+165%	+$548K	﹤0.01%	1334
2014 Q4	$342K	Sell	26,185 -34,564	-57%	-$421K	﹤0.01%	1798
2014 Q3	$724K	Buy	60,749 +20,899	+52%	+$259K	0.01%	1316
2014 Q2	$513K	Sell	39,850 -23,271	-37%	-$300K	﹤0.01%	1474
2014 Q1	$818K	Buy	+63,121	New	+$818K	0.01%	1177

Other funds holding IBCP

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Stifel Financial's IBCP Position: Q1 2020 in Review

Stifel Financial sold out of Independent Bank Corp (IBCP) in Q1 2020, closing a stake of 41,901 shares — an estimated $950K sold.

Stifel Financial first reported a position in IBCP in Q1 2014 and held it in 11 quarters. The position peaked at $1.8M in Q2 2019. 121 funds tracked by Wall St. Rank hold IBCP as of Q1 2020.

Stifel Financial reported no remaining Independent Bank Corp position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 41,901 Independent Bank Corp shares in Q1 2020, an estimated $950K.
Stifel Financial first reported a position in Independent Bank Corp in Q1 2014 and held it in 11 quarters.
Stifel Financial's Independent Bank Corp position peaked at $1.8M in Q2 2019.
121 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.