OA
IBTX

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

Omega 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
2018
Q2 		– Sell
-46,700
Closed -$3.3M – 112
2018
Q1 		$3.3M Buy
+46,700
New +$3.36M 0.12% 66

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

Omega Advisors's IBTX Position: Q2 2018 in Review

Omega Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2018, closing a stake of 46,700 shares — an estimated $3.3M sold.

Omega Advisors first reported a position in IBTX in Q1 2018 and held it in 1 quarter. The position peaked at $3.3M in Q1 2018. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

  • Omega Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • Omega Advisors sold 46,700 Independent Bank Group, Inc. shares in Q2 2018, an estimated $3.3M.
  • Omega Advisors first reported a position in Independent Bank Group, Inc. in Q1 2018 and held it in 1 quarter.
  • Omega Advisors's Independent Bank Group, Inc. position peaked at $3.3M in Q1 2018.
  • 136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

Based on Omega Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.