VFA
IBTX

Virtus Fund Advisers’s Independent Bank Group, Inc. IBTX Stock Holding History

Virtus Fund Advisers’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 		– Sell
-780
Closed -$43K – 2757
2014
Q2 		$43K Buy
+780
New +$41.1K ﹤0.01% 1982

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HCM
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WC
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BFA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
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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

Virtus Fund Advisers's IBTX Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Independent Bank Group, Inc. (IBTX) in Q3 2014, closing a stake of 780 shares — an estimated $43K sold.

Virtus Fund Advisers first reported a position in IBTX in Q2 2014 and held it in 1 quarter. The position peaked at $43K in Q2 2014. 80 funds tracked by Wall St. Rank hold IBTX as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Independent Bank Group, Inc. position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 780 Independent Bank Group, Inc. shares in Q3 2014, an estimated $43K.
  • Virtus Fund Advisers first reported a position in Independent Bank Group, Inc. in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Independent Bank Group, Inc. position peaked at $43K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.