APP
TCBI icon

Avantax Planning Partners’s Texas Capital Bancshares TCBI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-87
Closed -$7K – 1087
2018
Q3 		$7K Buy
+87
New +$7.89K ﹤0.01% 994
2018
Q2 		– Sell
-95
Closed -$9K – 1329
2018
Q1 		$9K Buy
+95
New +$8.91K ﹤0.01% 1115

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Avantax Planning Partners's TCBI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 87 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in TCBI in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 87 Texas Capital Bancshares shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Texas Capital Bancshares in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Texas Capital Bancshares position peaked at $9K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.