STA
IBCP icon

Summit Trail Advisors’s Independent Bank Corp IBCP Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-212
Closed -$5K – 1002
2017
Q4 		$5K Buy
+212
New +$4.77K ﹤0.01% 1417

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Summit Trail Advisors's IBCP Position: Q1 2018 in Review

Summit Trail Advisors sold out of Independent Bank Corp (IBCP) in Q1 2018, closing a stake of 212 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in IBCP in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 128 funds tracked by Wall St. Rank hold IBCP as of Q1 2018.

  • Summit Trail Advisors reported no remaining Independent Bank Corp position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 212 Independent Bank Corp shares in Q1 2018, an estimated $5K.
  • Summit Trail Advisors first reported a position in Independent Bank Corp in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Independent Bank Corp position peaked at $5K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.