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

Frontier 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
2020 Q2	$11.2M	Buy	275,635 +8,400	+3%	+$272K	0.69%	45
2020 Q1	$6.33M	Buy	267,235 +20,000	+8%	+$919K	0.48%	48
2019 Q4	$13.7M	Hold	247,235	–	–	0.79%	41
2019 Q3	$13M	Hold	247,235	–	–	0.83%	42
2019 Q2	$13.6M	Hold	247,235	–	–	0.91%	39
2019 Q1	$12.7M	Hold	247,235	–	–	0.79%	43
2018 Q4	$11.3M	Hold	247,235	–	–	0.84%	39
2018 Q3	$16.4M	Hold	247,235	–	–	1.17%	24
2018 Q2	$16.5M	Hold	247,235	–	–	1.26%	23
2018 Q1	$17.5M	Hold	247,235	–	–	1.45%	21
2017 Q4	$16.7M	Hold	247,235	–	–	1.4%	21
2017 Q3	$14.9M	Buy	247,235 +18,832	+8%	+$1.1M	1.23%	23
2017 Q2	$13.6M	Buy	228,403 +150,660	+194%	+$8.99M	1.28%	23
2017 Q1	$5M	Hold	77,743	–	–	0.49%	51
2016 Q4	$4.85M	Hold	77,743	–	–	0.46%	54
2016 Q3	$34.3M	Hold	77,743	–	–	0.3%	67
2016 Q2	$3.34M	Hold	77,743	–	–	0.42%	65
2016 Q1	$2.13M	Buy	77,743 +53,088	+215%	+$1.54M	0.28%	77
2015 Q4	$789K	Buy	24,655 +2,655	+12%	+$102K	0.12%	95
2015 Q3	$845K	Hold	22,000	–	–	0.14%	96
2015 Q2	$944K	Hold	22,000	–	–	0.11%	101
2015 Q1	$847K	Buy	+22,000	New	+$784K	0.12%	102

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

FCM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Frontier Investment Management's IBTX Position: Q2 2020 in Review

Frontier Investment Management increased its Independent Bank Group, Inc. (IBTX) stake by 3.1% in Q2 2020, buying an estimated $272K and bringing the position to 275,635 shares worth $11.2M. The position accounts for 0.69% of the portfolio, ranked #45.

Frontier Investment Management first reported a position in IBTX in Q1 2015 and has held it in 22 quarters since. The position peaked at $34.3M in Q3 2016. 155 funds tracked by Wall St. Rank hold IBTX as of Q2 2020.

Frontier Investment Management held 275,635 shares of Independent Bank Group, Inc. worth $11.2M as of Q2 2020.
Frontier Investment Management bought 8,400 Independent Bank Group, Inc. shares in Q2 2020, an estimated $272K.
Independent Bank Group, Inc. made up 0.69% of Frontier Investment Management's portfolio in Q2 2020, its #45 holding.
Frontier Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2015 and has held it in 22 quarters since.
Frontier Investment Management's Independent Bank Group, Inc. position peaked at $34.3M in Q3 2016.
155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.