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

BOK Financial’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
2015 Q2	–	Sell	-8,000	Closed	-$311K	–	924
2015 Q1	$311K	Sell	8,000 -1,000	-11%	-$35.6K	0.01%	668
2014 Q4	$352K	Sell	9,000 -2,000	-18%	-$86.9K	0.01%	536
2014 Q3	$522K	Sell	11,000 -3,000	-21%	-$150K	0.02%	566
2014 Q2	$779K	Buy	+14,000	New	+$737K	0.03%	506

Other funds holding IBTX

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

HCM

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

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

TAM

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

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

BFA

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

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

CCM

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

HHC

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

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

BOK Financial's IBTX Position: Q2 2015 in Review

BOK Financial sold out of Independent Bank Group, Inc. (IBTX) in Q2 2015, closing a stake of 8,000 shares — an estimated $311K sold.

BOK Financial first reported a position in IBTX in Q2 2014 and held it in 4 quarters. The position peaked at $779K in Q2 2014. 85 funds tracked by Wall St. Rank hold IBTX as of Q2 2015.

BOK Financial reported no remaining Independent Bank Group, Inc. position as of Q2 2015 after selling out during the quarter.
BOK Financial sold 8,000 Independent Bank Group, Inc. shares in Q2 2015, an estimated $311K.
BOK Financial first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 4 quarters.
BOK Financial's Independent Bank Group, Inc. position peaked at $779K in Q2 2014.
85 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2015.

Based on BOK Financial's 13F filing for Q2 2015, filed 13 Aug 2015.