SIAP
IBTX

Sterling Investment Advisors (Pennsylvania)’s Independent Bank Group, Inc. IBTX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-166
Closed -$9K – 463
2019
Q3 		$9K Hold
166
– – ﹤0.01% 350
2019
Q2 		$9K Hold
166
– – ﹤0.01% 358
2019
Q1 		$9K Buy
+166
New +$8.93K ﹤0.01% 351

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IBTX Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 166 shares — an estimated $9K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBTX in Q1 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 166 Independent Bank Group, Inc. shares in Q4 2019, an estimated $9K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Independent Bank Group, Inc. position peaked at $9K in Q3 2019.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.