FHC
IBTX

Forest Hill Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

Forest Hill Capital’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
-164,496
Closed -$8.65M – 50
2019
Q3 		$8.65M Hold
164,496
– – 3.05% 16
2019
Q2 		$9.04M Hold
164,496
– – 3.16% 12
2019
Q1 		$8.44M Buy
+164,496
New +$8.85M 2.59% 16
2018
Q2 		– Sell
-66,541
Closed -$4.7M – 55
2018
Q1 		$4.7M Hold
66,541
– – 1.28% 32
2017
Q4 		$4.5M Buy
+66,541
New +$4.3M 1.27% 32

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forest Hill Capital's IBTX Position: Q4 2019 in Review

Forest Hill Capital sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 164,496 shares — an estimated $8.65M sold.

Forest Hill Capital first reported a position in IBTX in Q4 2017 and held it in 5 quarters. The position peaked at $9.04M in Q2 2019. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • Forest Hill Capital reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • Forest Hill Capital sold 164,496 Independent Bank Group, Inc. shares in Q4 2019, an estimated $8.65M.
  • Forest Hill Capital first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 5 quarters.
  • Forest Hill Capital's Independent Bank Group, Inc. position peaked at $9.04M in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Forest Hill Capital's 13F filing for Q4 2019, filed 14 Feb 2020.