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Summit Trail Advisors’s Independent Bank INDB Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-29
Closed -$2K – 1033
2017
Q4 		$2K Buy
+29
New +$2.08K ﹤0.01% 1640

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Summit Trail Advisors sold out of Independent Bank (INDB) in Q1 2018, closing a stake of 29 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in INDB in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 173 funds tracked by Wall St. Rank hold INDB as of Q1 2018.

  • Summit Trail Advisors reported no remaining Independent Bank position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 29 Independent Bank shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in Independent Bank in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Independent Bank position peaked at $2K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Independent Bank as of Q1 2018.

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