WI
IBTX

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

WBI Investments’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
2019
Q4 		– Sell
-5,928
Closed -$312K – 273
2019
Q3 		$312K Buy
+5,928
New +$313K 0.03% 179
2018
Q2 		– Sell
-19,972
Closed -$1.41M – 332
2018
Q1 		$1.41M Buy
+19,972
New +$1.44M 0.07% 132

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's IBTX Position: Q4 2019 in Review

WBI Investments sold out of Independent Bank Group, Inc. (IBTX) in Q4 2019, closing a stake of 5,928 shares — an estimated $312K sold.

WBI Investments first reported a position in IBTX in Q1 2018 and held it in 2 quarters. The position peaked at $1.41M in Q1 2018. 197 funds tracked by Wall St. Rank hold IBTX as of Q4 2019.

  • WBI Investments reported no remaining Independent Bank Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • WBI Investments sold 5,928 Independent Bank Group, Inc. shares in Q4 2019, an estimated $312K.
  • WBI Investments first reported a position in Independent Bank Group, Inc. in Q1 2018 and held it in 2 quarters.
  • WBI Investments's Independent Bank Group, Inc. position peaked at $1.41M in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2019.

Based on WBI Investments's 13F filing for Q4 2019, filed 10 Feb 2020.