Kanaly Trust’s Independent Bank Group, Inc. IBTX Stock Holding History

Kanaly Trust’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	$125K	Hold	2,000	–	–	0.03%	182
2016 Q3	$88K	Hold	2,000	–	–	0.02%	225
2016 Q2	$86K	Hold	2,000	–	–	0.02%	229
2016 Q1	$55K	Hold	2,000	–	–	0.01%	277
2015 Q4	$64K	Hold	2,000	–	–	0.01%	259
2015 Q3	$77K	Hold	2,000	–	–	0.02%	234
2015 Q2	$86K	Hold	2,000	–	–	0.02%	240
2015 Q1	$78K	Hold	2,000	–	–	0.02%	238
2014 Q4	$78K	Hold	2,000	–	–	0.02%	249
2014 Q3	$95K	Hold	2,000	–	–	0.02%	232
2014 Q2	$111K	Hold	2,000	–	–	0.02%	229
2014 Q1	$118K	Hold	2,000	–	–	0.02%	227
2013 Q4	$99K	Buy	+2,000	New	+$82.6K	0.02%	238

Other funds holding IBTX

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Kanaly Trust's IBTX Position: Q4 2016 in Review

Kanaly Trust held its Independent Bank Group, Inc. (IBTX) position steady in Q4 2016 at 2,000 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #182.

Kanaly Trust first reported a position in IBTX in Q4 2013 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold IBTX as of Q4 2016.

Kanaly Trust held 2,000 shares of Independent Bank Group, Inc. worth $125K as of Q4 2016.
Kanaly Trust left its Independent Bank Group, Inc. share count unchanged in Q4 2016.
Independent Bank Group, Inc. made up 0.03% of Kanaly Trust's portfolio in Q4 2016, its #182 holding.
Kanaly Trust first reported a position in Independent Bank Group, Inc. in Q4 2013 and has held it in 13 quarters since.
117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.