WealthStone’s Independent Bank INDB Stock Holding History

WealthStone’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 Q3	–	Sell	-58	Closed	-$4.42K	–	313
2019 Q2	$4.42K	Buy	+58	New	+$4.52K	﹤0.01%	366

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

WealthStone's INDB Position: Q3 2019 in Review

WealthStone sold out of Independent Bank (INDB) in Q3 2019, closing a stake of 58 shares — an estimated $4.42K sold.

WealthStone first reported a position in INDB in Q2 2019 and held it in 1 quarter. The position peaked at $4.42K in Q2 2019. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

WealthStone reported no remaining Independent Bank position as of Q3 2019 after selling out during the quarter.
WealthStone sold 58 Independent Bank shares in Q3 2019, an estimated $4.42K.
WealthStone first reported a position in Independent Bank in Q2 2019 and held it in 1 quarter.
WealthStone's Independent Bank position peaked at $4.42K in Q2 2019.
205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.