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

Freedom 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 Q1	–	Sell	-4,809	Closed	-$220K	–	830
2018 Q4	$220K	Buy	4,809 +669	+16%	+$38K	0.02%	676
2018 Q3	$287K	Buy	4,140 +467	+13%	+$31.9K	0.02%	723
2018 Q2	$245K	Sell	3,673 -1,065	-22%	-$77.7K	0.01%	823
2018 Q1	$335K	Sell	4,738 -1,211	-20%	-$87.1K	0.02%	845
2017 Q4	$402K	Buy	5,949 +127	+2%	+$8.21K	0.02%	734
2017 Q3	$351K	Buy	5,822 +509	+10%	+$29.6K	0.02%	764
2017 Q2	$316K	Buy	5,313 +762	+17%	+$45.5K	0.02%	767
2017 Q1	$293K	Buy	+4,551	New	+$287K	0.02%	782

Other funds holding IBTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freedom Investment Management's IBTX Position: Q1 2019 in Review

Freedom Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2019, closing a stake of 4,809 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in IBTX in Q1 2017 and held it in 8 quarters. The position peaked at $402K in Q4 2017. 159 funds tracked by Wall St. Rank hold IBTX as of Q1 2019.

Freedom Investment Management reported no remaining Independent Bank Group, Inc. position as of Q1 2019 after selling out during the quarter.
Freedom Investment Management sold 4,809 Independent Bank Group, Inc. shares in Q1 2019, an estimated $220K.
Freedom Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2017 and held it in 8 quarters.
Freedom Investment Management's Independent Bank Group, Inc. position peaked at $402K in Q4 2017.
159 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.