FIM
IBTX

Foresters Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Foresters Investment Management’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
Q3 		$8.28M Buy
157,400
+7,300
+5% +$386K 0.16% 204
2019
Q2 		$8.25M Buy
150,100
+11,900
+9% +$647K 0.15% 217
2019
Q1 		$7.09M Buy
+138,200
New +$7.43M 0.12% 242

Other funds holding IBTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foresters Investment Management's IBTX Position: Q3 2019 in Review

Foresters Investment Management increased its Independent Bank Group, Inc. (IBTX) stake by 4.9% in Q3 2019, buying an estimated $386K and bringing the position to 157,400 shares worth $8.28M. The position accounts for 0.16% of the portfolio, ranked #204.

Foresters Investment Management first reported a position in IBTX in Q1 2019 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold IBTX as of Q3 2019.

  • Foresters Investment Management held 157,400 shares of Independent Bank Group, Inc. worth $8.28M as of Q3 2019.
  • Foresters Investment Management bought 7,300 Independent Bank Group, Inc. shares in Q3 2019, an estimated $386K.
  • Independent Bank Group, Inc. made up 0.16% of Foresters Investment Management's portfolio in Q3 2019, its #204 holding.
  • Foresters Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2019 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.