Whittier Trust’s Independent Bank INDB Stock Holding History

Whittier Trust’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
2017 Q3	–	Sell	-95	Closed	-$6K	–	1329
2017 Q2	$6K	Hold	95	–	–	﹤0.01%	1065
2017 Q1	$6K	Buy	+95	New	+$6.13K	﹤0.01%	1107

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Whittier Trust's INDB Position: Q3 2017 in Review

Whittier Trust sold out of Independent Bank (INDB) in Q3 2017, closing a stake of 95 shares — an estimated $6K sold.

Whittier Trust first reported a position in INDB in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 160 funds tracked by Wall St. Rank hold INDB as of Q3 2017.

Whittier Trust reported no remaining Independent Bank position as of Q3 2017 after selling out during the quarter.
Whittier Trust sold 95 Independent Bank shares in Q3 2017, an estimated $6K.
Whittier Trust first reported a position in Independent Bank in Q1 2017 and held it in 2 quarters.
Whittier Trust's Independent Bank position peaked at $6K in Q2 2017.
160 funds tracked by Wall St. Rank held Independent Bank as of Q3 2017.

Based on Whittier Trust's 13F filing for Q3 2017, filed 23 Oct 2017.