Mercer Global Advisors
IBTX

Mercer Global Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Mercer Global Advisors’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
2020
Q3 		– Sell
-5,165
Closed -$209K – 1288
2020
Q2 		$209K Buy
+5,165
New +$167K ﹤0.01% 989
2019
Q4 		– Sell
-19,175
Closed -$1.01M – 1225
2019
Q3 		$1.01M Hold
19,175
– – 0.02% 483
2019
Q2 		$1.05M Hold
19,175
– – 0.03% 447
2019
Q1 		$983K Buy
+19,175
New +$1.03M 0.04% 420

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Global Advisors's IBTX Position: Q3 2020 in Review

Mercer Global Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 5,165 shares — an estimated $209K sold.

Mercer Global Advisors first reported a position in IBTX in Q1 2019 and held it in 4 quarters. The position peaked at $1.05M in Q2 2019. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

  • Mercer Global Advisors reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • Mercer Global Advisors sold 5,165 Independent Bank Group, Inc. shares in Q3 2020, an estimated $209K.
  • Mercer Global Advisors first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 4 quarters.
  • Mercer Global Advisors's Independent Bank Group, Inc. position peaked at $1.05M in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on Mercer Global Advisors's 13F filing for Q3 2020, filed 10 Dec 2020.