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

Edge 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
2018 Q2	$61K	Buy	925 +165	+22%	+$12K	0.01%	484
2018 Q1	$53K	Buy	760 +270	+55%	+$19.4K	0.01%	520
2017 Q4	$33K	Hold	490	–	–	﹤0.01%	591
2017 Q3	$29K	Hold	490	–	–	﹤0.01%	604
2017 Q2	$29K	Hold	490	–	–	﹤0.01%	603
2017 Q1	$31K	Hold	490	–	–	﹤0.01%	600
2016 Q4	$30K	Buy	+490	New	+$26.5K	﹤0.01%	559

Other funds holding IBTX

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Edge Advisors's IBTX Position: Q2 2018 in Review

Edge Advisors increased its Independent Bank Group, Inc. (IBTX) stake by 22% in Q2 2018, buying an estimated $12K and bringing the position to 925 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #484.

Edge Advisors first reported a position in IBTX in Q4 2016 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

Edge Advisors held 925 shares of Independent Bank Group, Inc. worth $61K as of Q2 2018.
Edge Advisors bought 165 Independent Bank Group, Inc. shares in Q2 2018, an estimated $12K.
Independent Bank Group, Inc. made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #484 holding.
Edge Advisors first reported a position in Independent Bank Group, Inc. in Q4 2016 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.