CBT
IBTX

Capital Bank & Trust’s Independent Bank Group, Inc. IBTX Stock Holding History

Capital Bank & Trust’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
2019
Q1 		– Sell
-450
Closed -$21K – 826
2018
Q4 		$21K Buy
+450
New +$25.6K ﹤0.01% 505
2018
Q3 		– Sell
-450
Closed -$30K – 859
2018
Q2 		$30K Buy
+450
New +$32.8K ﹤0.01% 459

Other funds holding IBTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Bank & Trust's IBTX Position: Q1 2019 in Review

Capital Bank & Trust sold out of Independent Bank Group, Inc. (IBTX) in Q1 2019, closing a stake of 450 shares — an estimated $21K sold.

Capital Bank & Trust first reported a position in IBTX in Q2 2018 and held it in 2 quarters. The position peaked at $30K in Q2 2018. 159 funds tracked by Wall St. Rank hold IBTX as of Q1 2019.

  • Capital Bank & Trust reported no remaining Independent Bank Group, Inc. position as of Q1 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 450 Independent Bank Group, Inc. shares in Q1 2019, an estimated $21K.
  • Capital Bank & Trust first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 2 quarters.
  • Capital Bank & Trust's Independent Bank Group, Inc. position peaked at $30K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2019.

Based on Capital Bank & Trust's 13F filing for Q1 2019, filed 15 May 2019.