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

Capital Guardian 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
2018
Q4 		– Sell
-450
Closed -$30K – 511
2018
Q3 		$30K Buy
+450
New +$30.7K ﹤0.01% 386

Other funds holding IBTX

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LEP
Lee Equity Partners New York $71.1M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Guardian Trust's IBTX Position: Q4 2018 in Review

Capital Guardian Trust sold out of Independent Bank Group, Inc. (IBTX) in Q4 2018, closing a stake of 450 shares — an estimated $30K sold.

Capital Guardian Trust first reported a position in IBTX in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 142 funds tracked by Wall St. Rank hold IBTX as of Q4 2018.

  • Capital Guardian Trust reported no remaining Independent Bank Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 450 Independent Bank Group, Inc. shares in Q4 2018, an estimated $30K.
  • Capital Guardian Trust first reported a position in Independent Bank Group, Inc. in Q3 2018 and held it in 1 quarter.
  • Capital Guardian Trust's Independent Bank Group, Inc. position peaked at $30K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.