RWA
IBTX

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

RGT Wealth 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
-3,607
Closed -$255K – 105
2018
Q1 		$255K Hold
3,607
– – 0.12% 82
2017
Q4 		$244K Hold
3,607
– – 0.13% 82
2017
Q3 		$218K Hold
3,607
– – 0.15% 85
2017
Q2 		$215K Sell
3,607
-2,753
-43% -$164K 0.15% 80
2017
Q1 		$409K Hold
6,360
– – 0.28% 45
2016
Q4 		$397K Sell
6,360
-38,287
-86% -$2.07M 0.22% 54
2016
Q3 		$1.97M Buy
+44,647
New +$1.92M 1.22% 12

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

RGT Wealth Advisors's IBTX Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2018, closing a stake of 3,607 shares — an estimated $255K sold.

RGT Wealth Advisors first reported a position in IBTX in Q3 2016 and held it in 7 quarters. The position peaked at $1.97M in Q3 2016. 136 funds tracked by Wall St. Rank hold IBTX as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 3,607 Independent Bank Group, Inc. shares in Q2 2018, an estimated $255K.
  • RGT Wealth Advisors first reported a position in Independent Bank Group, Inc. in Q3 2016 and held it in 7 quarters.
  • RGT Wealth Advisors's Independent Bank Group, Inc. position peaked at $1.97M in Q3 2016.
  • 136 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2018.

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