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Virtus Fund Advisers’s Independent Bank INDB Stock Holding History

Virtus Fund Advisers’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 		– Sell
-2,039
Closed -$78K – 1522
2014
Q2 		$78K Buy
+2,039
New +$76.4K ﹤0.01% 1568

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

Virtus Fund Advisers's INDB Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Independent Bank (INDB) in Q3 2014, closing a stake of 2,039 shares — an estimated $78K sold.

Virtus Fund Advisers first reported a position in INDB in Q2 2014 and held it in 1 quarter. The position peaked at $78K in Q2 2014. 131 funds tracked by Wall St. Rank hold INDB as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Independent Bank position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 2,039 Independent Bank shares in Q3 2014, an estimated $78K.
  • Virtus Fund Advisers first reported a position in Independent Bank in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Independent Bank position peaked at $78K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held Independent Bank as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.