AlphaOne Investment Services’s Independent Bank Group, Inc. IBTX Stock Holding History

AlphaOne Investment Services’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
2014 Q2	–	Sell	-13,000	Closed	-$763K	–	163
2014 Q1	$763K	Sell	13,000 -900	-6%	-$47.6K	0.18%	103
2013 Q4	$691K	Sell	13,900 -600	-4%	-$24.8K	0.15%	117
2013 Q3	$522K	Hold	14,500	–	–	0.13%	137
2013 Q2	$441K	Buy	+14,500	New	+$420K	0.12%	152

Other funds holding IBTX

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

AlphaOne Investment Services's IBTX Position: Q2 2014 in Review

AlphaOne Investment Services sold out of Independent Bank Group, Inc. (IBTX) in Q2 2014, closing a stake of 13,000 shares — an estimated $763K sold.

AlphaOne Investment Services first reported a position in IBTX in Q2 2013 and held it in 4 quarters. The position peaked at $763K in Q1 2014. 83 funds tracked by Wall St. Rank hold IBTX as of Q2 2014.

AlphaOne Investment Services reported no remaining Independent Bank Group, Inc. position as of Q2 2014 after selling out during the quarter.
AlphaOne Investment Services sold 13,000 Independent Bank Group, Inc. shares in Q2 2014, an estimated $763K.
AlphaOne Investment Services first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 4 quarters.
AlphaOne Investment Services's Independent Bank Group, Inc. position peaked at $763K in Q1 2014.
83 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2014.

Based on AlphaOne Investment Services's 13F filing for Q2 2014, filed 14 Aug 2014.