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IBTX

Navellier & Associates’s Independent Bank Group, Inc. IBTX Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-3,005
Closed -$201K – 355
2018
Q2 		$201K Sell
3,005
-46
-2% -$3.36K 0.03% 273
2018
Q1 		$216K Sell
3,051
-82
-3% -$5.89K 0.03% 267
2017
Q4 		$212K Buy
+3,133
New +$203K 0.04% 255
2017
Q3 		– Sell
-3,777
Closed -$225K – 342
2017
Q2 		$225K Sell
3,777
-650
-15% -$38.8K 0.03% 267
2017
Q1 		$285K Buy
+4,427
New +$279K 0.04% 250

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Navellier & Associates's IBTX Position: Q3 2018 in Review

Navellier & Associates sold out of Independent Bank Group, Inc. (IBTX) in Q3 2018, closing a stake of 3,005 shares — an estimated $201K sold.

Navellier & Associates first reported a position in IBTX in Q1 2017 and held it in 5 quarters. The position peaked at $285K in Q1 2017. 135 funds tracked by Wall St. Rank hold IBTX as of Q3 2018.

  • Navellier & Associates reported no remaining Independent Bank Group, Inc. position as of Q3 2018 after selling out during the quarter.
  • Navellier & Associates sold 3,005 Independent Bank Group, Inc. shares in Q3 2018, an estimated $201K.
  • Navellier & Associates first reported a position in Independent Bank Group, Inc. in Q1 2017 and held it in 5 quarters.
  • Navellier & Associates's Independent Bank Group, Inc. position peaked at $285K in Q1 2017.
  • 135 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2018.

Based on Navellier & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.