Yorktown Management & Research Company’s Independent Bank Group, Inc. IBTX Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-7,045	Closed	-$361K	–	367
2019 Q1	$361K	Hold	7,045	–	–	0.12%	203
2018 Q4	$322K	Buy	7,045 +423	+6%	+$24K	0.11%	195
2018 Q3	$439K	Buy	6,622 +587	+10%	+$40.1K	0.13%	173
2018 Q2	$403K	Buy	6,035 +685	+13%	+$50K	0.12%	180
2018 Q1	$378K	Hold	5,350	–	–	0.11%	177
2017 Q4	$362K	Hold	5,350	–	–	0.1%	203
2017 Q3	$323K	Buy	+5,350	New	+$311K	0.08%	208

Other funds holding IBTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's IBTX Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Independent Bank Group, Inc. (IBTX) in Q2 2019, closing a stake of 7,045 shares — an estimated $361K sold.

Yorktown Management & Research Company first reported a position in IBTX in Q3 2017 and held it in 7 quarters. The position peaked at $439K in Q3 2018. 158 funds tracked by Wall St. Rank hold IBTX as of Q2 2019.

Yorktown Management & Research Company reported no remaining Independent Bank Group, Inc. position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 7,045 Independent Bank Group, Inc. shares in Q2 2019, an estimated $361K.
Yorktown Management & Research Company first reported a position in Independent Bank Group, Inc. in Q3 2017 and held it in 7 quarters.
Yorktown Management & Research Company's Independent Bank Group, Inc. position peaked at $439K in Q3 2018.
158 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.