MIM
IBTX

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

Monashee 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
-118,435
Closed -$83K – 249
2018
Q1 		$83K Buy
+118,435
New +$8.51M 0.02% 127

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 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

Monashee Investment Management's IBTX Position: Q2 2018 in Review

Monashee Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2018, closing a stake of 118,435 shares — an estimated $83K sold.

Monashee Investment Management first reported a position in IBTX in Q1 2018 and held it in 1 quarter. The position peaked at $83K in Q1 2018. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

  • Monashee Investment Management reported no remaining Independent Bank Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • Monashee Investment Management sold 118,435 Independent Bank Group, Inc. shares in Q2 2018, an estimated $83K.
  • Monashee Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2018 and held it in 1 quarter.
  • Monashee Investment Management's Independent Bank Group, Inc. position peaked at $83K in Q1 2018.
  • 136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

Based on Monashee Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.