Wealth Architects’s Independent Bank INDB Stock Holding History

Wealth Architects’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 Q4	–	Sell	-3,500	Closed	-$261K	–	144
2019 Q3	$261K	Hold	3,500	–	–	0.08%	104
2019 Q2	$267K	Hold	3,500	–	–	0.08%	105
2019 Q1	$284K	Hold	3,500	–	–	0.09%	95
2018 Q4	$246K	Hold	3,500	–	–	0.09%	101
2018 Q3	$289K	Hold	3,500	–	–	0.09%	101
2018 Q2	$274K	Hold	3,500	–	–	0.09%	98
2018 Q1	$250K	Hold	3,500	–	–	0.08%	102
2017 Q4	$244K	Hold	3,500	–	–	0.08%	112
2017 Q3	$261K	Hold	3,500	–	–	0.09%	104
2017 Q2	$233K	Hold	3,500	–	–	0.09%	103
2017 Q1	$228K	Hold	3,500	–	–	0.09%	106
2016 Q4	$247K	Buy	+3,500	New	+$215K	0.11%	98

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Architects's INDB Position: Q4 2019 in Review

Wealth Architects sold out of Independent Bank (INDB) in Q4 2019, closing a stake of 3,500 shares — an estimated $261K sold.

Wealth Architects first reported a position in INDB in Q4 2016 and held it in 12 quarters. The position peaked at $289K in Q3 2018. 219 funds tracked by Wall St. Rank hold INDB as of Q4 2019.

Wealth Architects reported no remaining Independent Bank position as of Q4 2019 after selling out during the quarter.
Wealth Architects sold 3,500 Independent Bank shares in Q4 2019, an estimated $261K.
Wealth Architects first reported a position in Independent Bank in Q4 2016 and held it in 12 quarters.
Wealth Architects's Independent Bank position peaked at $289K in Q3 2018.
219 funds tracked by Wall St. Rank held Independent Bank as of Q4 2019.

Based on Wealth Architects's 13F filing for Q4 2019, filed 28 Jan 2020.