CIA
IBTX

Capital Impact Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Capital Impact Advisors’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
2016
Q1 		– Sell
-20,300
Closed -$650K – 275
2015
Q4 		$650K Buy
+20,300
New +$777K 0.31% 149

Other funds holding IBTX

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Impact Advisors's IBTX Position: Q1 2016 in Review

Capital Impact Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2016, closing a stake of 20,300 shares — an estimated $650K sold.

Capital Impact Advisors first reported a position in IBTX in Q4 2015 and held it in 1 quarter. The position peaked at $650K in Q4 2015. 94 funds tracked by Wall St. Rank hold IBTX as of Q1 2016.

  • Capital Impact Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2016 after selling out during the quarter.
  • Capital Impact Advisors sold 20,300 Independent Bank Group, Inc. shares in Q1 2016, an estimated $650K.
  • Capital Impact Advisors first reported a position in Independent Bank Group, Inc. in Q4 2015 and held it in 1 quarter.
  • Capital Impact Advisors's Independent Bank Group, Inc. position peaked at $650K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2016.

Based on Capital Impact Advisors's 13F filing for Q1 2016, filed 13 Apr 2016.