WCM
INDB icon

WealthBridge Capital Management’s Independent Bank INDB Stock Holding History

WealthBridge Capital Management’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
-185
Closed -$15K – 467
2019
Q1 		$15K Buy
185
+5
+3% +$396 0.01% 489
2018
Q4 		$13K Buy
+180
New +$14K 0.01% 480

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

WealthBridge Capital Management's INDB Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Independent Bank (INDB) in Q2 2019, closing a stake of 185 shares — an estimated $15K sold.

WealthBridge Capital Management first reported a position in INDB in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 214 funds tracked by Wall St. Rank hold INDB as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Independent Bank position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 185 Independent Bank shares in Q2 2019, an estimated $15K.
  • WealthBridge Capital Management first reported a position in Independent Bank in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Independent Bank position peaked at $15K in Q1 2019.
  • 214 funds tracked by Wall St. Rank held Independent Bank as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.