GSC
IBTX

Ground Swell Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

Ground Swell 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
2014
Q3 		$7K Buy
142
+70
+97% +$3.5K 0.01% 1309
2014
Q2 		$4K Buy
+72
New +$3.79K 0.01% 1266

Other funds holding IBTX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ground Swell Capital's IBTX Position: Q3 2014 in Review

Ground Swell Capital increased its Independent Bank Group, Inc. (IBTX) stake by 97% in Q3 2014, buying an estimated $3.5K and bringing the position to 142 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1309.

Ground Swell Capital first reported a position in IBTX in Q2 2014 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold IBTX as of Q3 2014.

  • Ground Swell Capital held 142 shares of Independent Bank Group, Inc. worth $7K as of Q3 2014.
  • Ground Swell Capital bought 70 Independent Bank Group, Inc. shares in Q3 2014, an estimated $3.5K.
  • Independent Bank Group, Inc. made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1309 holding.
  • Ground Swell Capital first reported a position in Independent Bank Group, Inc. in Q2 2014 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.