Welch & Forbes’s Independent Bank INDB Stock Holding History

Welch & Forbes’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	-2,756	Closed	-$210K	–	352
2019 Q2	$210K	Hold	2,756	–	–	0.01%	334
2019 Q1	$223K	Buy	+2,756	New	+$218K	0.01%	328

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

Welch & Forbes's INDB Position: Q3 2019 in Review

Welch & Forbes sold out of Independent Bank (INDB) in Q3 2019, closing a stake of 2,756 shares — an estimated $210K sold.

Welch & Forbes first reported a position in INDB in Q1 2019 and held it in 2 quarters. The position peaked at $223K in Q1 2019. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

Welch & Forbes reported no remaining Independent Bank position as of Q3 2019 after selling out during the quarter.
Welch & Forbes sold 2,756 Independent Bank shares in Q3 2019, an estimated $210K.
Welch & Forbes first reported a position in Independent Bank in Q1 2019 and held it in 2 quarters.
Welch & Forbes's Independent Bank position peaked at $223K in Q1 2019.
205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on Welch & Forbes's 13F filing for Q3 2019, filed 11 Oct 2019.