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

WFG Advisors’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	$1.63M	Buy	27,420 +26,100	+1,977%	+$1.56M	0.37%	69
2017 Q1	$85K	Sell	1,320 -25,222	-95%	-$1.59M	0.02%	532
2016 Q4	$1.66M	Sell	26,542 -5,000	-16%	-$270K	0.41%	59
2016 Q3	$1.39M	Buy	31,542 +66	+0.2%	+$2.84K	0.35%	76
2016 Q2	$1.35M	Buy	31,476 +465	+1%	+$16.6K	0.36%	71
2016 Q1	$850K	Buy	31,011 +1	+0%	+$29	0.25%	101
2015 Q4	$992K	Sell	31,010 -69	-0.2%	-$2.64K	0.3%	78
2015 Q3	$1.19M	Buy	31,079 +430	+1%	+$18.1K	0.37%	59
2015 Q2	$1.31M	Buy	30,649 +215	+0.7%	+$8.76K	0.36%	60
2015 Q1	$1.18M	Buy	30,434 +525	+2%	+$18.7K	0.33%	61
2014 Q4	$1.17M	Buy	29,909 +70	+0.2%	+$3.04K	0.24%	95
2014 Q3	$1.42M	Hold	29,839	–	–	0.27%	82
2014 Q2	$1.66M	Buy	+29,839	New	+$1.57M	0.31%	70

Other funds holding IBTX

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's IBTX Position: Q2 2017 in Review

WFG Advisors increased its Independent Bank Group, Inc. (IBTX) stake by 1,977% in Q2 2017, buying an estimated $1.56M and bringing the position to 27,420 shares worth $1.63M. The position accounts for 0.37% of the portfolio, ranked #69.

WFG Advisors first reported a position in IBTX in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.66M in Q2 2014. 117 funds tracked by Wall St. Rank hold IBTX as of Q2 2017.

WFG Advisors held 27,420 shares of Independent Bank Group, Inc. worth $1.63M as of Q2 2017.
WFG Advisors bought 26,100 Independent Bank Group, Inc. shares in Q2 2017, an estimated $1.56M.
Independent Bank Group, Inc. made up 0.37% of WFG Advisors's portfolio in Q2 2017, its #69 holding.
WFG Advisors first reported a position in Independent Bank Group, Inc. in Q2 2014 and has held it in 13 quarters since.
WFG Advisors's Independent Bank Group, Inc. position peaked at $1.66M in Q2 2014.
117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.