U
INDB icon

UBS’s Independent Bank INDB Stock Holding History

UBS’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
2014
Q3 		$273K Buy
7,656
+130
+2% +$4.79K ﹤0.01% 4868
2014
Q2 		$289K Buy
7,526
+3,320
+79% +$124K ﹤0.01% 4786
2014
Q1 		$166K Buy
4,206
+742
+21% +$27.8K ﹤0.01% 5410
2013
Q4 		$136K Sell
3,464
-1,202
-26% -$44.1K ﹤0.01% 5717
2013
Q3 		$166K Buy
4,666
+8
+0.2% +$291 ﹤0.01% 5399
2013
Q2 		$160K Buy
+4,658
New +$150K ﹤0.01% 5339

Other funds holding INDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's INDB Position: Q3 2014 in Review

UBS increased its Independent Bank (INDB) stake by 1.7% in Q3 2014, buying an estimated $4.79K and bringing the position to 7,656 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

UBS first reported a position in INDB in Q2 2013 and has held it in 6 quarters since. The position peaked at $289K in Q2 2014. 132 funds tracked by Wall St. Rank hold INDB as of Q3 2014.

  • UBS held 7,656 shares of Independent Bank worth $273K as of Q3 2014.
  • UBS bought 130 Independent Bank shares in Q3 2014, an estimated $4.79K.
  • Independent Bank made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4868 holding.
  • UBS first reported a position in Independent Bank in Q2 2013 and has held it in 6 quarters since.
  • UBS's Independent Bank position peaked at $289K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Independent Bank as of Q3 2014.

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