Van Hulzen Asset Management’s Independent Bank Corp IBCP Stock Holding History

Van Hulzen Asset Management’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
2020 Q2	–	Sell	-21,330	Closed	-$275K	–	272
2020 Q1	$275K	Sell	21,330 -1,241	-5%	-$24.1K	0.06%	193
2019 Q4	$511K	Buy	22,571 +6,665	+42%	+$148K	0.1%	141
2019 Q3	$339K	Sell	15,906 -563	-3%	-$11.7K	0.07%	191
2019 Q2	$359K	Buy	16,469 +2,441	+17%	+$52.9K	0.08%	180
2019 Q1	$302K	Buy	14,028 +18	+0.1%	+$404	0.08%	173
2018 Q4	$294K	Buy	+14,010	New	+$315K	0.09%	168

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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

MCM

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Van Hulzen Asset Management's IBCP Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of Independent Bank Corp (IBCP) in Q2 2020, closing a stake of 21,330 shares — an estimated $275K sold.

Van Hulzen Asset Management first reported a position in IBCP in Q4 2018 and held it in 6 quarters. The position peaked at $511K in Q4 2019. 120 funds tracked by Wall St. Rank hold IBCP as of Q2 2020.

Van Hulzen Asset Management reported no remaining Independent Bank Corp position as of Q2 2020 after selling out during the quarter.
Van Hulzen Asset Management sold 21,330 Independent Bank Corp shares in Q2 2020, an estimated $275K.
Van Hulzen Asset Management first reported a position in Independent Bank Corp in Q4 2018 and held it in 6 quarters.
Van Hulzen Asset Management's Independent Bank Corp position peaked at $511K in Q4 2019.
120 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.