SSG
IBTX

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

Summit Securities Group’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
Q1 		– Sell
-10,228
Closed -$468K – 387
2018
Q4 		$468K Buy
+10,228
New +$581K 0.04% 205

Other funds holding IBTX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's IBTX Position: Q1 2019 in Review

Summit Securities Group sold out of Independent Bank Group, Inc. (IBTX) in Q1 2019, closing a stake of 10,228 shares — an estimated $468K sold.

Summit Securities Group first reported a position in IBTX in Q4 2018 and held it in 1 quarter. The position peaked at $468K in Q4 2018. 159 funds tracked by Wall St. Rank hold IBTX as of Q1 2019.

  • Summit Securities Group reported no remaining Independent Bank Group, Inc. position as of Q1 2019 after selling out during the quarter.
  • Summit Securities Group sold 10,228 Independent Bank Group, Inc. shares in Q1 2019, an estimated $468K.
  • Summit Securities Group first reported a position in Independent Bank Group, Inc. in Q4 2018 and held it in 1 quarter.
  • Summit Securities Group's Independent Bank Group, Inc. position peaked at $468K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2019.

Based on Summit Securities Group's 13F filing for Q1 2019, filed 9 May 2019.