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Asset Planning Services Inc’s Texas Capital Bancshares TCBI Stock Holding History

Asset Planning Services Inc’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
Q1 		– Sell
-35,000
Closed -$3.31M – 40
2018
Q4 		$3.31M Buy
+35,000
New +$2.21M 2.51% 25

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T. Rowe Price Associates
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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Asset Planning Services Inc's TCBI Position: Q1 2019 in Review

Asset Planning Services Inc sold out of Texas Capital Bancshares (TCBI) in Q1 2019, closing a stake of 35,000 shares — an estimated $3.31M sold.

Asset Planning Services Inc first reported a position in TCBI in Q4 2018 and held it in 1 quarter. The position peaked at $3.31M in Q4 2018. 268 funds tracked by Wall St. Rank hold TCBI as of Q1 2019.

  • Asset Planning Services Inc reported no remaining Texas Capital Bancshares position as of Q1 2019 after selling out during the quarter.
  • Asset Planning Services Inc sold 35,000 Texas Capital Bancshares shares in Q1 2019, an estimated $3.31M.
  • Asset Planning Services Inc first reported a position in Texas Capital Bancshares in Q4 2018 and held it in 1 quarter.
  • Asset Planning Services Inc's Texas Capital Bancshares position peaked at $3.31M in Q4 2018.
  • 268 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2019.

Based on Asset Planning Services Inc's 13F filing for Q1 2019, filed 30 Apr 2019.