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Alera Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-56
Closed -$3K – 889
2019
Q1 		$3K Buy
+56
New +$3.24K ﹤0.01% 755

Other funds holding TCBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's TCBI Position: Q2 2019 in Review

Alera Investment Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2019, closing a stake of 56 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in TCBI in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 252 funds tracked by Wall St. Rank hold TCBI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Texas Capital Bancshares position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 56 Texas Capital Bancshares shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Texas Capital Bancshares in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Texas Capital Bancshares position peaked at $3K in Q1 2019.
  • 252 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.