D.L. Carlson Investment Group’s Independent Bank Group, Inc. IBTX Stock Holding History

D.L. Carlson Investment Group’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
2020 Q1	–	Sell	-27,238	Closed	-$1.51M	–	174
2019 Q4	$1.51M	Sell	27,238 -4	-0%	-$222	0.44%	75
2019 Q3	$1.43M	Sell	27,242 -90	-0.3%	-$4.75K	0.45%	71
2019 Q2	$1.5M	Sell	27,332 -6,540	-19%	-$356K	0.46%	73
2019 Q1	$1.74M	Sell	33,872 -859	-2%	-$46.2K	0.51%	73
2018 Q4	$1.59M	Sell	34,731 -4,934	-12%	-$280K	0.53%	72
2018 Q3	$2.63M	Buy	39,665 +7,965	+25%	+$544K	0.74%	52
2018 Q2	$2.12M	Buy	+31,700	New	+$2.31M	0.65%	62

Other funds holding IBTX

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

BlackRock New York $6.73T AUM 46.02% 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

FCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.L. Carlson Investment Group's IBTX Position: Q1 2020 in Review

D.L. Carlson Investment Group sold out of Independent Bank Group, Inc. (IBTX) in Q1 2020, closing a stake of 27,238 shares — an estimated $1.51M sold.

D.L. Carlson Investment Group first reported a position in IBTX in Q2 2018 and held it in 7 quarters. The position peaked at $2.63M in Q3 2018. 163 funds tracked by Wall St. Rank hold IBTX as of Q1 2020.

D.L. Carlson Investment Group reported no remaining Independent Bank Group, Inc. position as of Q1 2020 after selling out during the quarter.
D.L. Carlson Investment Group sold 27,238 Independent Bank Group, Inc. shares in Q1 2020, an estimated $1.51M.
D.L. Carlson Investment Group first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 7 quarters.
D.L. Carlson Investment Group's Independent Bank Group, Inc. position peaked at $2.63M in Q3 2018.
163 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2020, filed 7 May 2020.