Prelude Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Prelude Capital 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	-690	Closed	-$49K	–	2153
2018 Q1	$49K	Buy	+690	New	+$49.6K	﹤0.01%	1096
2016 Q2	–	Sell	-2,600	Closed	-$71K	–	1912
2016 Q1	$71K	Buy	+2,600	New	+$75.6K	0.01%	871
2015 Q2	–	Sell	-1,000	Closed	-$39K	–	2381
2015 Q1	$39K	Buy	+1,000	New	+$35.6K	0.01%	1468
2014 Q2	–	Sell	-700	Closed	-$41K	–	2467
2014 Q1	$41K	Buy	+700	New	+$37K	0.01%	1375

Other funds holding IBTX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Prelude Capital Management's IBTX Position: Q2 2018 in Review

Prelude Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2018, closing a stake of 690 shares — an estimated $49K sold.

Prelude Capital Management first reported a position in IBTX in Q1 2014 and held it in 4 quarters. The position peaked at $71K in Q1 2016. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

Prelude Capital Management reported no remaining Independent Bank Group, Inc. position as of Q2 2018 after selling out during the quarter.
Prelude Capital Management sold 690 Independent Bank Group, Inc. shares in Q2 2018, an estimated $49K.
Prelude Capital Management first reported a position in Independent Bank Group, Inc. in Q1 2014 and held it in 4 quarters.
Prelude Capital Management's Independent Bank Group, Inc. position peaked at $71K in Q1 2016.
136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

Based on Prelude Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.