Lord, Abbett & Co
IBTX

Lord, Abbett & Co’s Independent Bank Group, Inc. IBTX Stock Holding History

Lord, Abbett & Co’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 		– Sell
-93,997
Closed -$6.04M – 976
2017
Q1 		$6.04M Sell
93,997
-1,048
-1% -$66K 0.02% 717
2016
Q4 		$5.93M Buy
+95,045
New +$5.13M 0.02% 706

Other funds holding IBTX

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Lord, Abbett & Co's IBTX Position: Q2 2017 in Review

Lord, Abbett & Co sold out of Independent Bank Group, Inc. (IBTX) in Q2 2017, closing a stake of 93,997 shares — an estimated $6.04M sold.

Lord, Abbett & Co first reported a position in IBTX in Q4 2016 and held it in 2 quarters. The position peaked at $6.04M in Q1 2017. 117 funds tracked by Wall St. Rank hold IBTX as of Q2 2017.

  • Lord, Abbett & Co reported no remaining Independent Bank Group, Inc. position as of Q2 2017 after selling out during the quarter.
  • Lord, Abbett & Co sold 93,997 Independent Bank Group, Inc. shares in Q2 2017, an estimated $6.04M.
  • Lord, Abbett & Co first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 2 quarters.
  • Lord, Abbett & Co's Independent Bank Group, Inc. position peaked at $6.04M in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2017.

Based on Lord, Abbett & Co's 13F filing for Q2 2017, filed 14 Aug 2017.