UOC
IBTX

UBS O'Connor’s Independent Bank Group, Inc. IBTX Stock Holding History

UBS O'Connor’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
2014
Q1 		– Sell
-7,662
Closed -$380K – 579
2013
Q4 		$380K Buy
+7,662
New +$317K 0.01% 334
2013
Q3 		– Sell
-193,990
Closed -$5.9M – 664
2013
Q2 		$5.9M Buy
+193,990
New +$5.62M 0.11% 221

Other funds holding IBTX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
KeyPoint Capital Management Dallas, Texas $65.9M AUM 0.99% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS O'Connor's IBTX Position: Q1 2014 in Review

UBS O'Connor sold out of Independent Bank Group, Inc. (IBTX) in Q1 2014, closing a stake of 7,662 shares — an estimated $380K sold.

UBS O'Connor first reported a position in IBTX in Q2 2013 and held it in 2 quarters. The position peaked at $5.9M in Q2 2013. 69 funds tracked by Wall St. Rank hold IBTX as of Q1 2014.

  • UBS O'Connor reported no remaining Independent Bank Group, Inc. position as of Q1 2014 after selling out during the quarter.
  • UBS O'Connor sold 7,662 Independent Bank Group, Inc. shares in Q1 2014, an estimated $380K.
  • UBS O'Connor first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 2 quarters.
  • UBS O'Connor's Independent Bank Group, Inc. position peaked at $5.9M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2014.

Based on UBS O'Connor's 13F filing for Q1 2014, filed 14 May 2014.