Mesirow Financial Investment Management - Fixed Income’s Independent Bank Group, Inc. IBTX Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2018 Q4	–	Sell	-215,959	Closed	-$14.3M	–	123
2018 Q3	$14.3M	Sell	215,959 -4,015	-2%	-$274K	1.3%	33
2018 Q2	$14.7M	Buy	219,974 +3,790	+2%	+$277K	1.35%	25
2018 Q1	$15.3M	Sell	216,184 -43,460	-17%	-$3.12M	1.5%	13
2017 Q4	$17.6M	Sell	259,644 -28,739	-10%	-$1.86M	1.24%	44
2017 Q3	$17.4M	Buy	288,383 +5,710	+2%	+$332K	1.15%	51
2017 Q2	$16.8M	Buy	282,673 +2,230	+0.8%	+$133K	1.13%	56
2017 Q1	$18M	Buy	280,443 +274,253	+4,431%	+$17.3M	1.2%	40
2016 Q4	$386K	Sell	6,190 -545	-8%	-$29.4K	0.02%	174
2016 Q3	$297K	Buy	+6,735	New	+$289K	0.02%	194

Other funds holding IBTX

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LEP

Lee Equity Partners New York $71.1M AUM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mesirow Financial Investment Management - Fixed Income's IBTX Position: Q4 2018 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Independent Bank Group, Inc. (IBTX) in Q4 2018, closing a stake of 215,959 shares — an estimated $14.3M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in IBTX in Q3 2016 and held it in 9 quarters. The position peaked at $18M in Q1 2017. 142 funds tracked by Wall St. Rank hold IBTX as of Q4 2018.

Mesirow Financial Investment Management - Fixed Income reported no remaining Independent Bank Group, Inc. position as of Q4 2018 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 215,959 Independent Bank Group, Inc. shares in Q4 2018, an estimated $14.3M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Independent Bank Group, Inc. in Q3 2016 and held it in 9 quarters.
Mesirow Financial Investment Management - Fixed Income's Independent Bank Group, Inc. position peaked at $18M in Q1 2017.
142 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2018.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2018, filed 5 Feb 2019.