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YorkBridge Wealth Partners’s Independent Bank INDB Stock Holding History

YorkBridge Wealth Partners’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
-117
Closed -$9K – 400
2019
Q2 		$9K Sell
117
-40
-25% -$3.12K ﹤0.01% 583
2019
Q1 		$13K Buy
+157
New +$12.4K 0.01% 528

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SAM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's INDB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Independent Bank (INDB) in Q3 2019, closing a stake of 117 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in INDB in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 205 funds tracked by Wall St. Rank hold INDB as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Independent Bank position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 117 Independent Bank shares in Q3 2019, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Independent Bank in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Independent Bank position peaked at $13K in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Independent Bank as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.