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Advantage Investment Management’s Texas Capital Bancshares TCBI Stock Holding History

Advantage Investment Management’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-168
Closed -$13K – 1112
2017
Q2 		$13K Buy
168
+7
+4% +$539 ﹤0.01% 656
2017
Q1 		$13K Buy
161
+39
+32% +$3.27K 0.01% 638
2016
Q4 		$10K Hold
122
– – ﹤0.01% 639
2016
Q3 		$7K Buy
+122
New +$6.15K ﹤0.01% 686
2015
Q3 		– Sell
-232
Closed -$14K – 891
2015
Q2 		$14K Buy
232
+25
+12% +$1.37K 0.01% 528
2015
Q1 		$10K Buy
+207
New +$9.76K 0.01% 593

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advantage Investment Management's TCBI Position: Q3 2017 in Review

Advantage Investment Management sold out of Texas Capital Bancshares (TCBI) in Q3 2017, closing a stake of 168 shares — an estimated $13K sold.

Advantage Investment Management first reported a position in TCBI in Q1 2015 and held it in 6 quarters. The position peaked at $14K in Q2 2015. 270 funds tracked by Wall St. Rank hold TCBI as of Q3 2017.

  • Advantage Investment Management reported no remaining Texas Capital Bancshares position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 168 Texas Capital Bancshares shares in Q3 2017, an estimated $13K.
  • Advantage Investment Management first reported a position in Texas Capital Bancshares in Q1 2015 and held it in 6 quarters.
  • Advantage Investment Management's Texas Capital Bancshares position peaked at $14K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.