CAM
IBTX

Capstone Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Capstone Asset 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
2015
Q1 		– Sell
-5,135
Closed -$201K – 1691
2014
Q4 		$201K Hold
5,135
– – 0.01% 1580
2014
Q3 		$244K Buy
+5,135
New +$256K 0.01% 1468

Other funds holding IBTX

Goldman Sachs
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Capstone Asset Management's IBTX Position: Q1 2015 in Review

Capstone Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2015, closing a stake of 5,135 shares — an estimated $201K sold.

Capstone Asset Management first reported a position in IBTX in Q3 2014 and held it in 2 quarters. The position peaked at $244K in Q3 2014. 80 funds tracked by Wall St. Rank hold IBTX as of Q1 2015.

  • Capstone Asset Management reported no remaining Independent Bank Group, Inc. position as of Q1 2015 after selling out during the quarter.
  • Capstone Asset Management sold 5,135 Independent Bank Group, Inc. shares in Q1 2015, an estimated $201K.
  • Capstone Asset Management first reported a position in Independent Bank Group, Inc. in Q3 2014 and held it in 2 quarters.
  • Capstone Asset Management's Independent Bank Group, Inc. position peaked at $244K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2015.

Based on Capstone Asset Management's 13F filing for Q1 2015, filed 10 Apr 2015.