SFM
IBTX

Systematic Financial Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Systematic Financial 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
Q3 		– Sell
-36,660
Closed -$1.57M – 659
2016
Q2 		$1.57M Buy
+36,660
New +$1.31M 0.02% 479

Other funds holding IBTX

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Systematic Financial Management's IBTX Position: Q3 2016 in Review

Systematic Financial Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2016, closing a stake of 36,660 shares — an estimated $1.57M sold.

Systematic Financial Management first reported a position in IBTX in Q2 2016 and held it in 1 quarter. The position peaked at $1.57M in Q2 2016. 96 funds tracked by Wall St. Rank hold IBTX as of Q3 2016.

  • Systematic Financial Management reported no remaining Independent Bank Group, Inc. position as of Q3 2016 after selling out during the quarter.
  • Systematic Financial Management sold 36,660 Independent Bank Group, Inc. shares in Q3 2016, an estimated $1.57M.
  • Systematic Financial Management first reported a position in Independent Bank Group, Inc. in Q2 2016 and held it in 1 quarter.
  • Systematic Financial Management's Independent Bank Group, Inc. position peaked at $1.57M in Q2 2016.
  • 96 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2016.

Based on Systematic Financial Management's 13F filing for Q3 2016, filed 14 Nov 2016.