FAG
IBTX

Financial Advisory Group’s Independent Bank Group, Inc. IBTX Stock Holding History

Financial Advisory 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
2018
Q3 		– Sell
-4,932
Closed -$329K – 68
2018
Q2 		$329K Buy
+4,932
New +$360K 0.09% 51

Other funds holding IBTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Advisory Group's IBTX Position: Q3 2018 in Review

Financial Advisory Group sold out of Independent Bank Group, Inc. (IBTX) in Q3 2018, closing a stake of 4,932 shares — an estimated $329K sold.

Financial Advisory Group first reported a position in IBTX in Q2 2018 and held it in 1 quarter. The position peaked at $329K in Q2 2018. 135 funds tracked by Wall St. Rank hold IBTX as of Q3 2018.

  • Financial Advisory Group reported no remaining Independent Bank Group, Inc. position as of Q3 2018 after selling out during the quarter.
  • Financial Advisory Group sold 4,932 Independent Bank Group, Inc. shares in Q3 2018, an estimated $329K.
  • Financial Advisory Group first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 1 quarter.
  • Financial Advisory Group's Independent Bank Group, Inc. position peaked at $329K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2018.

Based on Financial Advisory Group's 13F filing for Q3 2018, filed 9 Oct 2018.