PCP
IBTX

Proficio Capital Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Proficio Capital Partners’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
2019
Q2 		– Sell
-323
Closed -$17K – 2180
2019
Q1 		$17K Buy
+323
New +$17.4K 0.01% 724

Other funds holding IBTX

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Proficio Capital Partners's IBTX Position: Q2 2019 in Review

Proficio Capital Partners sold out of Independent Bank Group, Inc. (IBTX) in Q2 2019, closing a stake of 323 shares — an estimated $17K sold.

Proficio Capital Partners first reported a position in IBTX in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 158 funds tracked by Wall St. Rank hold IBTX as of Q2 2019.

  • Proficio Capital Partners reported no remaining Independent Bank Group, Inc. position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 323 Independent Bank Group, Inc. shares in Q2 2019, an estimated $17K.
  • Proficio Capital Partners first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Independent Bank Group, Inc. position peaked at $17K in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.