MWM
IBTX

MinichMacGregor Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

MinichMacGregor Wealth 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
2017
Q1 		– Sell
-2,600
Closed -$162K – 534
2016
Q4 		$162K Hold
2,600
– – 0.15% 41
2016
Q3 		$114K Hold
2,600
– – 0.11% 54
2016
Q2 		$111K Hold
2,600
– – 0.1% 55
2016
Q1 		$71K Buy
+2,600
New +$75.6K 0.07% 84

Other funds holding IBTX

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
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
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
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

MinichMacGregor Wealth Management's IBTX Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2017, closing a stake of 2,600 shares — an estimated $162K sold.

MinichMacGregor Wealth Management first reported a position in IBTX in Q1 2016 and held it in 4 quarters. The position peaked at $162K in Q4 2016. 122 funds tracked by Wall St. Rank hold IBTX as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,600 Independent Bank Group, Inc. shares in Q1 2017, an estimated $162K.
  • MinichMacGregor Wealth Management first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's Independent Bank Group, Inc. position peaked at $162K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.