SI
IBTX

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

Stephens Inc’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
2020
Q1 		– Sell
-4,149
Closed -$230K – 1240
2019
Q4 		$230K Buy
4,149
+5
+0.1% +$278 ﹤0.01% 970
2019
Q3 		$218K Sell
4,144
-395
-9% -$20.9K ﹤0.01% 1026
2019
Q2 		$249K Sell
4,539
-1,271
-22% -$69.1K 0.01% 995
2019
Q1 		$298K Buy
5,810
+254
+5% +$13.7K 0.01% 920
2018
Q4 		$254K Buy
5,556
+2
+0% +$114 0.01% 911
2018
Q3 		$368K Buy
5,554
+2
+0% +$137 0.01% 874
2018
Q2 		$371K Sell
5,552
-6,749
-55% -$492K 0.01% 679
2018
Q1 		$870K Sell
12,301
-20,699
-63% -$1.49M 0.03% 425
2017
Q4 		$2.23M Buy
+33,000
New +$2.13M 0.08% 247

Other funds holding IBTX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Inc's IBTX Position: Q1 2020 in Review

Stephens Inc sold out of Independent Bank Group, Inc. (IBTX) in Q1 2020, closing a stake of 4,149 shares — an estimated $230K sold.

Stephens Inc first reported a position in IBTX in Q4 2017 and held it in 9 quarters. The position peaked at $2.23M in Q4 2017. 163 funds tracked by Wall St. Rank hold IBTX as of Q1 2020.

  • Stephens Inc reported no remaining Independent Bank Group, Inc. position as of Q1 2020 after selling out during the quarter.
  • Stephens Inc sold 4,149 Independent Bank Group, Inc. shares in Q1 2020, an estimated $230K.
  • Stephens Inc first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 9 quarters.
  • Stephens Inc's Independent Bank Group, Inc. position peaked at $2.23M in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2020.

Based on Stephens Inc's 13F filing for Q1 2020, filed 14 May 2020.