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Wealthspire Advisors (Maryland)’s Independent Bank INDB Stock Holding History

Wealthspire Advisors (Maryland)’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
-76
Closed -$6K – 1193
2019
Q1 		$6K Buy
76
+11
+17% +$872 ﹤0.01% 1748
2018
Q4 		$5K Hold
65
– – ﹤0.01% 1727
2018
Q3 		$5K Hold
65
– – ﹤0.01% 1797
2018
Q2 		$5K Hold
65
– – ﹤0.01% 1789
2018
Q1 		$5K Sell
65
-55
-46% -$3.96K ﹤0.01% 1811
2017
Q4 		$8K Buy
120
+26
+28% +$1.86K ﹤0.01% 1675
2017
Q3 		$7K Buy
94
+12
+15% +$835 ﹤0.01% 1686
2017
Q2 		$5K Buy
+82
New +$5.23K ﹤0.01% 1765

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

Wealthspire Advisors (Maryland)'s INDB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Independent Bank (INDB) in Q2 2019, closing a stake of 76 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in INDB in Q2 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 214 funds tracked by Wall St. Rank hold INDB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Independent Bank position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Independent Bank shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Independent Bank in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Independent Bank position peaked at $8K in Q4 2017.
  • 214 funds tracked by Wall St. Rank held Independent Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.