IWMPD
IBTX

Integrated Wealth Management (Palm Desert)’s Independent Bank Group, Inc. IBTX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-149
Closed -$7K – 1251
2016
Q3 		$7K Hold
149
– – ﹤0.01% 853
2016
Q2 		$6K Buy
+149
New +$5.31K ﹤0.01% 894

Other funds holding IBTX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBTX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Independent Bank Group, Inc. (IBTX) in Q4 2016, closing a stake of 149 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IBTX in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 117 funds tracked by Wall St. Rank hold IBTX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Independent Bank Group, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 149 Independent Bank Group, Inc. shares in Q4 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Independent Bank Group, Inc. in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Independent Bank Group, Inc. position peaked at $7K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.