Spark Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Spark Investment 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
2016 Q4	–	Sell	-6,700	Closed	-$295K	–	1003
2016 Q3	$295K	Buy	+6,700	New	+$288K	0.02%	587
2016 Q2	–	Sell	-18,300	Closed	-$501K	–	945
2016 Q1	$501K	Buy	18,300 +8,100	+79%	+$235K	0.05%	434
2015 Q4	$326K	Buy	+10,200	New	+$390K	0.04%	455
2014 Q2	–	Sell	-4,700	Closed	-$274K	–	871
2014 Q1	$274K	Buy	+4,700	New	+$249K	0.04%	463

Other funds holding IBTX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Spark Investment Management's IBTX Position: Q4 2016 in Review

Spark Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2016, closing a stake of 6,700 shares — an estimated $295K sold.

Spark Investment Management first reported a position in IBTX in Q1 2014 and held it in 4 quarters. The position peaked at $501K in Q1 2016. 117 funds tracked by Wall St. Rank hold IBTX as of Q4 2016.

Spark Investment Management reported no remaining Independent Bank Group, Inc. position as of Q4 2016 after selling out during the quarter.
Spark Investment Management sold 6,700 Independent Bank Group, Inc. shares in Q4 2016, an estimated $295K.
Spark Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2014 and held it in 4 quarters.
Spark Investment Management's Independent Bank Group, Inc. position peaked at $501K in Q1 2016.
117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2016.

Based on Spark Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.