Archford Capital Strategies’s Texas Capital Bancshares TCBI Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-33	Closed	-$3K	–	668
2018 Q2	$3K	Hold	33	–	–	﹤0.01%	557
2018 Q1	$3K	Buy	+33	New	+$3.1K	﹤0.01%	490
2017 Q2	–	Sell	-33	Closed	-$3K	–	573
2017 Q1	$3K	Hold	33	–	–	﹤0.01%	566
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	536
2016 Q3	$1K	Sell	33 -33	-50%	-$1.66K	﹤0.01%	608
2016 Q2	$4K	Buy	+66	New	+$2.96K	﹤0.01%	531
2016 Q1	–	Sell	-66	Closed	-$4K	–	547
2015 Q4	$4K	Hold	66	–	–	﹤0.01%	613
2015 Q3	$4K	Buy	66 +33	+100%	+$1.84K	﹤0.01%	487
2015 Q2	$2K	Hold	33	–	–	﹤0.01%	513
2015 Q1	$1.6K	Hold	33	–	–	﹤0.01%	574
2014 Q4	$2K	Buy	+33	New	+$1.87K	﹤0.01%	538

Other funds holding TCBI

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Archford Capital Strategies's TCBI Position: Q3 2018 in Review

Archford Capital Strategies sold out of Texas Capital Bancshares (TCBI) in Q3 2018, closing a stake of 33 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in TCBI in Q4 2014 and held it in 11 quarters. The position peaked at $4K in Q2 2016. 297 funds tracked by Wall St. Rank hold TCBI as of Q3 2018.

Archford Capital Strategies reported no remaining Texas Capital Bancshares position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 33 Texas Capital Bancshares shares in Q3 2018, an estimated $3K.
Archford Capital Strategies first reported a position in Texas Capital Bancshares in Q4 2014 and held it in 11 quarters.
Archford Capital Strategies's Texas Capital Bancshares position peaked at $4K in Q2 2016.
297 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.