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Wasatch Advisors’s Independent Bank INDB Stock Holding History

Wasatch Advisors’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
2019
Q2 		– Sell
-471,977
Closed -$38.2M – 235
2019
Q1 		$38.2M Sell
471,977
-226,025
-32% -$17.9M 0.42% 69
2018
Q4 		$49.1M Buy
698,002
+166,801
+31% +$12.9M 0.65% 55
2018
Q3 		$43.9M Sell
531,201
-42,481
-7% -$3.71M 0.5% 66
2018
Q2 		$45M Buy
573,682
+621
+0.1% +$47.4K 0.54% 64
2018
Q1 		$41M Buy
573,061
+21,228
+4% +$1.53M 0.53% 64
2017
Q4 		$38.5M Sell
551,833
-3,184
-0.6% -$228K 0.51% 68
2017
Q3 		$41.4M Sell
555,017
-329
-0.1% -$22.9K 0.56% 60
2017
Q2 		$37M Buy
555,346
+28,319
+5% +$1.8M 0.52% 62
2017
Q1 		$34.3M Buy
527,027
+383
+0.1% +$24.7K 0.51% 62
2016
Q4 		$37.1M Buy
526,644
+87
+0% +$5.34K 0.56% 52
2016
Q3 		$28.5M Buy
526,557
+523
+0.1% +$26.6K 0.42% 67
2016
Q2 		$24M Sell
526,034
-832
-0.2% -$38.8K 0.37% 77
2016
Q1 		$24.4M Sell
526,866
-23,817
-4% -$1.06M 0.37% 75
2015
Q4 		$25.6M Sell
550,683
-11,476
-2% -$552K 0.35% 90
2015
Q3 		$25.9M Buy
562,159
+229,580
+69% +$10.7M 0.35% 93
2015
Q2 		$15.6M Buy
+332,579
New +$14.8M 0.17% 154

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wasatch Advisors's INDB Position: Q2 2019 in Review

Wasatch Advisors sold out of Independent Bank (INDB) in Q2 2019, closing a stake of 471,977 shares — an estimated $38.2M sold.

Wasatch Advisors first reported a position in INDB in Q2 2015 and held it in 16 quarters. The position peaked at $49.1M in Q4 2018. 214 funds tracked by Wall St. Rank hold INDB as of Q2 2019.

  • Wasatch Advisors reported no remaining Independent Bank position as of Q2 2019 after selling out during the quarter.
  • Wasatch Advisors sold 471,977 Independent Bank shares in Q2 2019, an estimated $38.2M.
  • Wasatch Advisors first reported a position in Independent Bank in Q2 2015 and held it in 16 quarters.
  • Wasatch Advisors's Independent Bank position peaked at $49.1M in Q4 2018.
  • 214 funds tracked by Wall St. Rank held Independent Bank as of Q2 2019.

Based on Wasatch Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.