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VSR Financial Services’s Independent Bank Group, Inc. IBTX Stock Holding History

VSR Financial Services’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
Q4 		– Sell
-4,312
Closed -$205K – 647
2014
Q3 		$205K Buy
+4,312
New +$215K 0.02% 539

Other funds holding IBTX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

VSR Financial Services's IBTX Position: Q4 2014 in Review

VSR Financial Services sold out of Independent Bank Group, Inc. (IBTX) in Q4 2014, closing a stake of 4,312 shares — an estimated $205K sold.

VSR Financial Services first reported a position in IBTX in Q3 2014 and held it in 1 quarter. The position peaked at $205K in Q3 2014. 80 funds tracked by Wall St. Rank hold IBTX as of Q4 2014.

  • VSR Financial Services reported no remaining Independent Bank Group, Inc. position as of Q4 2014 after selling out during the quarter.
  • VSR Financial Services sold 4,312 Independent Bank Group, Inc. shares in Q4 2014, an estimated $205K.
  • VSR Financial Services first reported a position in Independent Bank Group, Inc. in Q3 2014 and held it in 1 quarter.
  • VSR Financial Services's Independent Bank Group, Inc. position peaked at $205K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2014.

Based on VSR Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.