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

Bogle 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
Q1 		– Sell
-23,768
Closed -$1.48M – 446
2016
Q4 		$1.48M Buy
+23,768
New +$1.28M 0.1% 209

Other funds holding IBTX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Bogle Investment Management's IBTX Position: Q1 2017 in Review

Bogle Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2017, closing a stake of 23,768 shares — an estimated $1.48M sold.

Bogle Investment Management first reported a position in IBTX in Q4 2016 and held it in 1 quarter. The position peaked at $1.48M in Q4 2016. 122 funds tracked by Wall St. Rank hold IBTX as of Q1 2017.

  • Bogle Investment Management reported no remaining Independent Bank Group, Inc. position as of Q1 2017 after selling out during the quarter.
  • Bogle Investment Management sold 23,768 Independent Bank Group, Inc. shares in Q1 2017, an estimated $1.48M.
  • Bogle Investment Management first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 1 quarter.
  • Bogle Investment Management's Independent Bank Group, Inc. position peaked at $1.48M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2017.

Based on Bogle Investment Management's 13F filing for Q1 2017, filed 12 May 2017.