SS
IBTX

Simplicity Solutions’s Independent Bank Group, Inc. IBTX Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-20,404
Closed -$653K – 624
2015
Q4 		$653K Buy
+20,404
New +$781K 0.08% 370

Other funds holding IBTX

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Solutions's IBTX Position: Q1 2016 in Review

Simplicity Solutions sold out of Independent Bank Group, Inc. (IBTX) in Q1 2016, closing a stake of 20,404 shares — an estimated $653K sold.

Simplicity Solutions first reported a position in IBTX in Q4 2015 and held it in 1 quarter. The position peaked at $653K in Q4 2015. 94 funds tracked by Wall St. Rank hold IBTX as of Q1 2016.

  • Simplicity Solutions reported no remaining Independent Bank Group, Inc. position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 20,404 Independent Bank Group, Inc. shares in Q1 2016, an estimated $653K.
  • Simplicity Solutions first reported a position in Independent Bank Group, Inc. in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Independent Bank Group, Inc. position peaked at $653K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.