Denver PWM’s Independent Bank Group, Inc. IBTX Stock Holding History

Denver PWM’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 Q4	–	Sell	-211	Closed	-$11.1K	–	224
2019 Q3	$11.1K	Buy	+211	New	+$11.1K	0.01%	179

Other funds holding IBTX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

FCM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Denver PWM's IBTX Position: Q4 2019 in Review

Denver PWM sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 211 shares — an estimated $11.1K sold.

Denver PWM first reported a position in IBTX in Q3 2019 and held it in 1 quarter. The position peaked at $11.1K in Q3 2019. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

Denver PWM reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
Denver PWM sold 211 Independent Bank Group, Inc. shares in Q4 2019, an estimated $11.1K.
Denver PWM first reported a position in Independent Bank Group, Inc. in Q3 2019 and held it in 1 quarter.
Denver PWM's Independent Bank Group, Inc. position peaked at $11.1K in Q3 2019.
197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.