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UBS’s Independent Bank Corp IBCP Stock Holding History

UBS’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
2014
Q3 		$89K Buy
7,459
+1,476
+25% +$18.3K ﹤0.01% 6130
2014
Q2 		$77K Sell
5,983
-56,869
-90% -$734K ﹤0.01% 6275
2014
Q1 		$816K Buy
62,852
+55,885
+802% +$725K ﹤0.01% 3697
2013
Q4 		$83K Buy
6,967
+1,107
+19% +$11.9K ﹤0.01% 6294
2013
Q3 		$59K Buy
5,860
+1,261
+27% +$10.7K ﹤0.01% 6649
2013
Q2 		$29K Buy
+4,599
New +$32.3K ﹤0.01% 7420

Other funds holding IBCP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

UBS's IBCP Position: Q3 2014 in Review

UBS increased its Independent Bank Corp (IBCP) stake by 25% in Q3 2014, buying an estimated $18.3K and bringing the position to 7,459 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #6130.

UBS first reported a position in IBCP in Q2 2013 and has held it in 6 quarters since. The position peaked at $816K in Q1 2014. 89 funds tracked by Wall St. Rank hold IBCP as of Q3 2014.

  • UBS held 7,459 shares of Independent Bank Corp worth $89K as of Q3 2014.
  • UBS bought 1,476 Independent Bank Corp shares in Q3 2014, an estimated $18.3K.
  • Independent Bank Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6130 holding.
  • UBS first reported a position in Independent Bank Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Independent Bank Corp position peaked at $816K in Q1 2014.
  • 89 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.