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	–	677
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	–	574
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 $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AllianceBernstein

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return