WA
IBTX

WealthTrust-Arizona’s Independent Bank Group, Inc. IBTX Stock Holding History

WealthTrust-Arizona’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
2017
Q2 		– Sell
-45
Closed -$3K – 700
2017
Q1 		$3K Hold
45
– – ﹤0.01% 537
2016
Q4 		$3K Buy
+45
New +$2.43K ﹤0.01% 535

Other funds holding IBTX

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrust-Arizona's IBTX Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Independent Bank Group, Inc. (IBTX) in Q2 2017, closing a stake of 45 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in IBTX in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 117 funds tracked by Wall St. Rank hold IBTX as of Q2 2017.

  • WealthTrust-Arizona reported no remaining Independent Bank Group, Inc. position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 45 Independent Bank Group, Inc. shares in Q2 2017, an estimated $3K.
  • WealthTrust-Arizona first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 2 quarters.
  • WealthTrust-Arizona's Independent Bank Group, Inc. position peaked at $3K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.