Geneva Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Geneva Advisors’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
2017 Q2	$20.4M	Sell	342,252 -18,138	-5%	-$1.08M	0.35%	70
2017 Q1	$23.2M	Sell	360,390 -377	-0.1%	-$23.7K	0.41%	70
2016 Q4	$22.5M	Buy	360,767 +340,878	+1,714%	+$18.4M	0.44%	65
2016 Q3	$878K	Buy	19,889 +1,244	+7%	+$53.5K	0.02%	351
2016 Q2	$800K	Buy	+18,645	New	+$664K	0.02%	350

Other funds holding IBTX

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

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

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

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

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Geneva Advisors's IBTX Position: Q2 2017 in Review

Geneva Advisors reduced its Independent Bank Group, Inc. (IBTX) stake by 5% in Q2 2017, selling an estimated $1.08M and leaving 342,252 shares worth $20.4M. The position accounts for 0.35% of the portfolio, ranked #70.

Geneva Advisors first reported a position in IBTX in Q2 2016 and has held it in 5 quarters since. The position peaked at $23.2M in Q1 2017. 117 funds tracked by Wall St. Rank hold IBTX as of Q2 2017.

Geneva Advisors held 342,252 shares of Independent Bank Group, Inc. worth $20.4M as of Q2 2017.
Geneva Advisors sold 18,138 Independent Bank Group, Inc. shares in Q2 2017, an estimated $1.08M.
Independent Bank Group, Inc. made up 0.35% of Geneva Advisors's portfolio in Q2 2017, its #70 holding.
Geneva Advisors first reported a position in Independent Bank Group, Inc. in Q2 2016 and has held it in 5 quarters since.
Geneva Advisors's Independent Bank Group, Inc. position peaked at $23.2M in Q1 2017.
117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.