NFA
IBTX

Nationwide Fund Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-39,729
Closed -$2.4M – 3096
2017
Q3 		$2.4M Buy
39,729
+18,335
+86% +$1.07M 0.01% 1358
2017
Q2 		$1.27M Sell
21,394
-7,981
-27% -$476K 0.01% 1642
2017
Q1 		$1.89M Sell
29,375
-4,486
-13% -$283K 0.01% 1426
2016
Q4 		$2.11M Buy
33,861
+4,974
+17% +$269K 0.01% 1384
2016
Q3 		$1.28M Buy
28,887
+1,653
+6% +$71K 0.01% 1629
2016
Q2 		$1.17M Buy
27,234
+20,860
+327% +$743K 0.01% 1634
2016
Q1 		$175K Hold
6,374
– – ﹤0.01% 2598
2015
Q4 		$204K Buy
6,374
+123
+2% +$4.71K ﹤0.01% 2549
2015
Q3 		$240K Hold
6,251
– – ﹤0.01% 2476
2015
Q2 		$268K Sell
6,251
-495
-7% -$20.2K ﹤0.01% 2556
2015
Q1 		$262K Sell
6,746
-180
-3% -$6.42K ﹤0.01% 2560
2014
Q4 		$271K Sell
6,926
-80
-1% -$3.48K ﹤0.01% 2494
2014
Q3 		$332K Buy
7,006
+94
+1% +$4.69K ﹤0.01% 2453
2014
Q2 		$385K Buy
6,912
+3,961
+134% +$208K ﹤0.01% 2406
2014
Q1 		$173K Sell
2,951
-12,502
-81% -$662K ﹤0.01% 2547
2013
Q4 		$767K Sell
15,453
-6,113
-28% -$253K ﹤0.01% 2020
2013
Q3 		$776K Sell
21,566
-1,411
-6% -$47.9K ﹤0.01% 1980
2013
Q2 		$699K Buy
+22,977
New +$666K ﹤0.01% 1854

Other funds holding IBTX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nationwide Fund Advisors's IBTX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q4 2017, closing a stake of 39,729 shares — an estimated $2.4M sold.

Nationwide Fund Advisors first reported a position in IBTX in Q2 2013 and held it in 18 quarters. The position peaked at $2.4M in Q3 2017. 136 funds tracked by Wall St. Rank hold IBTX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Independent Bank Group, Inc. position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 39,729 Independent Bank Group, Inc. shares in Q4 2017, an estimated $2.4M.
  • Nationwide Fund Advisors first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Independent Bank Group, Inc. position peaked at $2.4M in Q3 2017.
  • 136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.