WBI Investments’s Independent Bank INDB Stock Holding History

WBI Investments’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
2018 Q3	–	Sell	-9,074	Closed	-$711K	–	286
2018 Q2	$711K	Sell	9,074 -15,538	-63%	-$1.19M	0.04%	192
2018 Q1	$1.76M	Buy	+24,612	New	+$1.77M	0.09%	118
2017 Q3	–	Sell	-12,800	Closed	-$853K	–	330
2017 Q2	$853K	Buy	+12,800	New	+$816K	0.04%	218
2016 Q2	–	Sell	-46,173	Closed	-$2.12M	–	180
2016 Q1	$2.12M	Buy	+46,173	New	+$2.06M	0.08%	80
2015 Q4	–	Sell	-47,641	Closed	-$2.2M	–	230
2015 Q3	$2.2M	Buy	+47,641	New	+$2.23M	0.08%	99

Other funds holding INDB

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WBI Investments's INDB Position: Q3 2018 in Review

WBI Investments sold out of Independent Bank (INDB) in Q3 2018, closing a stake of 9,074 shares — an estimated $711K sold.

WBI Investments first reported a position in INDB in Q3 2015 and held it in 5 quarters. The position peaked at $2.2M in Q3 2015. 190 funds tracked by Wall St. Rank hold INDB as of Q3 2018.

WBI Investments reported no remaining Independent Bank position as of Q3 2018 after selling out during the quarter.
WBI Investments sold 9,074 Independent Bank shares in Q3 2018, an estimated $711K.
WBI Investments first reported a position in Independent Bank in Q3 2015 and held it in 5 quarters.
WBI Investments's Independent Bank position peaked at $2.2M in Q3 2015.
190 funds tracked by Wall St. Rank held Independent Bank as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.