Curi RMB Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

Curi RMB Capital’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 Q3	–	Sell	-147,010	Closed	-$8.08M	–	831
2019 Q2	$8.08M	Sell	147,010 -113,008	-43%	-$6.15M	0.2%	123
2019 Q1	$13.3M	Sell	260,018 -28,814	-10%	-$1.55M	0.34%	77
2018 Q4	$13.2M	Sell	288,832 -114,473	-28%	-$6.5M	0.34%	82
2018 Q3	$26.7M	Buy	403,305 +25,385	+7%	+$1.73M	0.64%	27
2018 Q2	$25.2M	Sell	377,920 -60,669	-14%	-$4.43M	0.6%	27
2018 Q1	$31M	Buy	438,589 +229,584	+110%	+$16.5M	0.79%	8
2017 Q4	$14.1M	Buy	209,005 +106,373	+104%	+$6.88M	0.37%	71
2017 Q3	$6.19M	Hold	102,632	–	–	0.16%	193
2017 Q2	$6.11M	Buy	102,632 +3,041	+3%	+$181K	0.17%	180
2017 Q1	$6.4M	Buy	99,591 +81,705	+457%	+$5.15M	0.26%	105
2016 Q4	$1.12M	Buy	+17,886	New	+$966K	0.06%	242

Other funds holding IBTX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Curi RMB Capital's IBTX Position: Q3 2019 in Review

Curi RMB Capital sold out of Independent Bank Group, Inc. (IBTX) in Q3 2019, closing a stake of 147,010 shares — an estimated $8.08M sold.

Curi RMB Capital first reported a position in IBTX in Q4 2016 and held it in 11 quarters. The position peaked at $31M in Q1 2018. 159 funds tracked by Wall St. Rank hold IBTX as of Q3 2019.

Curi RMB Capital reported no remaining Independent Bank Group, Inc. position as of Q3 2019 after selling out during the quarter.
Curi RMB Capital sold 147,010 Independent Bank Group, Inc. shares in Q3 2019, an estimated $8.08M.
Curi RMB Capital first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 11 quarters.
Curi RMB Capital's Independent Bank Group, Inc. position peaked at $31M in Q1 2018.
159 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2019.

Based on Curi RMB Capital's 13F filing for Q3 2019, filed 12 Nov 2019.