MFIM
IBTX

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

Mesirow Financial Investment Management’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
Q2 		– Sell
-8,795
Closed -$622K – 68
2018
Q1 		$622K Sell
8,795
-128
-1% -$9.2K 2.62% 7
2017
Q4 		$603K Buy
8,923
+156
+2% +$10.1K 2.73% 6
2017
Q3 		$529K Buy
8,767
+218
+3% +$12.7K 2.49% 9
2017
Q2 		$509K Buy
+8,549
New +$510K 2.4% 11

Other funds holding IBTX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Mesirow Financial Investment Management's IBTX Position: Q2 2018 in Review

Mesirow Financial Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2018, closing a stake of 8,795 shares — an estimated $622K sold.

Mesirow Financial Investment Management first reported a position in IBTX in Q2 2017 and held it in 4 quarters. The position peaked at $622K in Q1 2018. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

  • Mesirow Financial Investment Management reported no remaining Independent Bank Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 8,795 Independent Bank Group, Inc. shares in Q2 2018, an estimated $622K.
  • Mesirow Financial Investment Management first reported a position in Independent Bank Group, Inc. in Q2 2017 and held it in 4 quarters.
  • Mesirow Financial Investment Management's Independent Bank Group, Inc. position peaked at $622K in Q1 2018.
  • 136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2018, filed 11 Jul 2018.