Axa’s Independent Bank Group, Inc. IBTX Stock Holding History

Axa’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	-4,800	Closed	-$286K	–	1409
2017 Q2	$286K	Hold	4,800	–	–	﹤0.01%	1151
2017 Q1	$309K	Buy	+4,800	New	+$302K	﹤0.01%	1155

Other funds holding IBTX

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Axa's IBTX Position: Q3 2017 in Review

Axa sold out of Independent Bank Group, Inc. (IBTX) in Q3 2017, closing a stake of 4,800 shares — an estimated $286K sold.

Axa first reported a position in IBTX in Q1 2017 and held it in 2 quarters. The position peaked at $309K in Q1 2017. 113 funds tracked by Wall St. Rank hold IBTX as of Q3 2017.

Axa reported no remaining Independent Bank Group, Inc. position as of Q3 2017 after selling out during the quarter.
Axa sold 4,800 Independent Bank Group, Inc. shares in Q3 2017, an estimated $286K.
Axa first reported a position in Independent Bank Group, Inc. in Q1 2017 and held it in 2 quarters.
Axa's Independent Bank Group, Inc. position peaked at $309K in Q1 2017.
113 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2017.

Based on Axa's 13F filing for Q3 2017, filed 13 Nov 2017.