U
IBTX

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

UBS’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
Q3 		$292K Buy
6,161
+3,198
+108% +$160K ﹤0.01% 4793
2014
Q2 		$165K Sell
2,963
-1,660
-36% -$87.4K ﹤0.01% 5356
2014
Q1 		$271K Buy
4,623
+1,704
+58% +$90.2K ﹤0.01% 4857
2013
Q4 		$145K Buy
2,919
+996
+52% +$41.2K ﹤0.01% 5641
2013
Q3 		$69K Hold
1,923
– – ﹤0.01% 6449
2013
Q2 		$58K Buy
+1,923
New +$55.8K ﹤0.01% 6563

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS's IBTX Position: Q3 2014 in Review

UBS increased its Independent Bank Group, Inc. (IBTX) stake by 108% in Q3 2014, buying an estimated $160K and bringing the position to 6,161 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #4793.

UBS first reported a position in IBTX in Q2 2013 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold IBTX as of Q3 2014.

  • UBS held 6,161 shares of Independent Bank Group, Inc. worth $292K as of Q3 2014.
  • UBS bought 3,198 Independent Bank Group, Inc. shares in Q3 2014, an estimated $160K.
  • Independent Bank Group, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4793 holding.
  • UBS first reported a position in Independent Bank Group, Inc. in Q2 2013 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.