SSWM
IBTX

Sheets Smith Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Sheets Smith Wealth 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
2017
Q3 		– Sell
-9,936
Closed -$591K – 327
2017
Q2 		$591K Sell
9,936
-403
-4% -$24.1K 0.16% 155
2017
Q1 		$665K Buy
10,339
+93
+0.9% +$5.86K 0.18% 153
2016
Q4 		$639K Buy
+10,246
New +$554K 0.18% 153

Other funds holding IBTX

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return

Sheets Smith Wealth Management's IBTX Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2017, closing a stake of 9,936 shares — an estimated $591K sold.

Sheets Smith Wealth Management first reported a position in IBTX in Q4 2016 and held it in 3 quarters. The position peaked at $665K in Q1 2017. 113 funds tracked by Wall St. Rank hold IBTX as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,936 Independent Bank Group, Inc. shares in Q3 2017, an estimated $591K.
  • Sheets Smith Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Independent Bank Group, Inc. position peaked at $665K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.