AIM
IBTX

Acrospire Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Acrospire Investment Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-598
Closed -$36K – 2081
2017
Q2 		$36K Sell
598
-1,900
-76% -$113K 0.03% 1167
2017
Q1 		$161K Buy
2,498
+1,300
+109% +$81.9K 0.13% 96
2016
Q4 		$75K Buy
1,198
+400
+50% +$21.6K 0.03% 1130
2016
Q3 		$35K Buy
+798
New +$34.3K 0.02% 1275
2016
Q2 		– Sell
-898
Closed -$25K – 2467
2016
Q1 		$25K Buy
+898
New +$26.1K 0.02% 1439

Other funds holding IBTX

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return

Acrospire Investment Management's IBTX Position: Q3 2017 in Review

Acrospire Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2017, closing a stake of 598 shares — an estimated $36K sold.

Acrospire Investment Management first reported a position in IBTX in Q1 2016 and held it in 5 quarters. The position peaked at $161K in Q1 2017. 113 funds tracked by Wall St. Rank hold IBTX as of Q3 2017.

  • Acrospire Investment Management reported no remaining Independent Bank Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 598 Independent Bank Group, Inc. shares in Q3 2017, an estimated $36K.
  • Acrospire Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Independent Bank Group, Inc. position peaked at $161K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.