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Well Done LLC’s Independent Bank Corp IBCP Stock Holding History

Well Done LLC’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100
Closed -$2K – 372
2018
Q4 		$2K Buy
+100
New +$2.25K ﹤0.01% 636
2018
Q2 		– Sell
-100
Closed -$2K – 303
2018
Q1 		$2K Buy
+100
New +$2.33K ﹤0.01% 572

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Well Done LLC's IBCP Position: Q1 2019 in Review

Well Done LLC sold out of Independent Bank Corp (IBCP) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Well Done LLC first reported a position in IBCP in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 136 funds tracked by Wall St. Rank hold IBCP as of Q1 2019.

  • Well Done LLC reported no remaining Independent Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 100 Independent Bank Corp shares in Q1 2019, an estimated $2K.
  • Well Done LLC first reported a position in Independent Bank Corp in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Independent Bank Corp position peaked at $2K in Q4 2018.
  • 136 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.