Sapphire Star Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Sapphire Star 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
2018 Q4	$448K	Buy	9,800 +253	+3%	+$14.4K	0.6%	65
2018 Q3	$633K	Buy	9,547 +457	+5%	+$31.2K	0.63%	61
2018 Q2	$607K	Buy	9,090 +569	+7%	+$41.5K	0.63%	60
2018 Q1	$602K	Buy	8,521 +184	+2%	+$13.2K	0.67%	54
2017 Q4	$564K	Buy	+8,337	New	+$539K	0.67%	52
2017 Q3	–	Sell	-3,602	Closed	-$214K	–	99
2017 Q2	$214K	Sell	3,602 -825	-19%	-$49.2K	0.27%	64
2017 Q1	$285K	Buy	+4,427	New	+$279K	0.32%	63

Other funds holding IBTX

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

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

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

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

LEP

Lee Equity Partners New York $71.1M AUM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Sapphire Star Partners's IBTX Position: Q4 2018 in Review

Sapphire Star Partners increased its Independent Bank Group, Inc. (IBTX) stake by 2.7% in Q4 2018, buying an estimated $14.4K and bringing the position to 9,800 shares worth $448K. The position accounts for 0.6% of the portfolio, ranked #65.

Sapphire Star Partners first reported a position in IBTX in Q1 2017 and has held it in 7 quarters since. The position peaked at $633K in Q3 2018. 142 funds tracked by Wall St. Rank hold IBTX as of Q4 2018.

Sapphire Star Partners held 9,800 shares of Independent Bank Group, Inc. worth $448K as of Q4 2018.
Sapphire Star Partners bought 253 Independent Bank Group, Inc. shares in Q4 2018, an estimated $14.4K.
Independent Bank Group, Inc. made up 0.6% of Sapphire Star Partners's portfolio in Q4 2018, its #65 holding.
Sapphire Star Partners first reported a position in Independent Bank Group, Inc. in Q1 2017 and has held it in 7 quarters since.
Sapphire Star Partners's Independent Bank Group, Inc. position peaked at $633K in Q3 2018.
142 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.