Unison Advisors’s Independent Bank Corp IBCP Stock Holding History

Unison 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
2019 Q3	–	Sell	-11,149	Closed	-$243K	–	177
2019 Q2	$243K	Hold	11,149	–	–	0.18%	128
2019 Q1	$240K	Hold	11,149	–	–	0.18%	136
2018 Q4	$234K	Hold	11,149	–	–	0.19%	130
2018 Q3	$264K	Hold	11,149	–	–	0.19%	128
2018 Q2	$285K	Buy	+11,149	New	+$277K	0.21%	109

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 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

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

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

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

MCM

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

FCM

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

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

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

Unison Advisors's IBCP Position: Q3 2019 in Review

Unison Advisors sold out of Independent Bank Corp (IBCP) in Q3 2019, closing a stake of 11,149 shares — an estimated $243K sold.

Unison Advisors first reported a position in IBCP in Q2 2018 and held it in 5 quarters. The position peaked at $285K in Q2 2018. 130 funds tracked by Wall St. Rank hold IBCP as of Q3 2019.

Unison Advisors reported no remaining Independent Bank Corp position as of Q3 2019 after selling out during the quarter.
Unison Advisors sold 11,149 Independent Bank Corp shares in Q3 2019, an estimated $243K.
Unison Advisors first reported a position in Independent Bank Corp in Q2 2018 and held it in 5 quarters.
Unison Advisors's Independent Bank Corp position peaked at $285K in Q2 2018.
130 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2019.

Based on Unison Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.