KPF
IBTX

K2 Principal Fund’s Independent Bank Group, Inc. IBTX Stock Holding History

K2 Principal Fund’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
-5,000
Closed -$229K – 440
2018
Q4 		$229K Buy
+5,000
New +$284K 0.03% 243

Other funds holding IBTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

K2 Principal Fund's IBTX Position: Q3 2018 in Review

K2 Principal Fund sold out of Independent Bank Group, Inc. (IBTX) in Q3 2018, closing a stake of 19,231 shares — an estimated $1.28M sold.

K2 Principal Fund first reported a position in IBTX in Q2 2018 and held it in 1 quarter. The position peaked at $1.28M in Q2 2018. 135 funds tracked by Wall St. Rank hold IBTX as of Q3 2018.

  • K2 Principal Fund reported no remaining Independent Bank Group, Inc. position as of Q3 2018 after selling out during the quarter.
  • K2 Principal Fund sold 19,231 Independent Bank Group, Inc. shares in Q3 2018, an estimated $1.28M.
  • K2 Principal Fund first reported a position in Independent Bank Group, Inc. in Q2 2018 and held it in 1 quarter.
  • K2 Principal Fund's Independent Bank Group, Inc. position peaked at $1.28M in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2018.

Based on K2 Principal Fund's 13F filing for Q3 2018, filed 13 Nov 2018.