EA
IBTX

Emerald Acquisition’s Independent Bank Group, Inc. IBTX Stock Holding History

Emerald Acquisition’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
2016
Q3 		$580K Sell
13,125
-9,825
-43% -$422K ﹤0.01% 2384
2016
Q2 		$985K Buy
+22,950
New +$818K ﹤0.01% 2182

Other funds holding IBTX

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Acquisition's IBTX Position: Q3 2016 in Review

Emerald Acquisition reduced its Independent Bank Group, Inc. (IBTX) stake by 43% in Q3 2016, selling an estimated $422K and leaving 13,125 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Emerald Acquisition first reported a position in IBTX in Q2 2016 and has held it in 2 quarters since. The position peaked at $985K in Q2 2016. 96 funds tracked by Wall St. Rank hold IBTX as of Q3 2016.

  • Emerald Acquisition held 13,125 shares of Independent Bank Group, Inc. worth $580K as of Q3 2016.
  • Emerald Acquisition sold 9,825 Independent Bank Group, Inc. shares in Q3 2016, an estimated $422K.
  • Independent Bank Group, Inc. made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2384 holding.
  • Emerald Acquisition first reported a position in Independent Bank Group, Inc. in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Independent Bank Group, Inc. position peaked at $985K in Q2 2016.
  • 96 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.