BRWM
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B. Riley Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-300
Closed -$14K – 1077
2015
Q1 		$14K Buy
+300
New +$14.1K 0.01% 698

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BFA
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

B. Riley Wealth Management's TCBI Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q2 2015, closing a stake of 300 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in TCBI in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 207 funds tracked by Wall St. Rank hold TCBI as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Texas Capital Bancshares position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 Texas Capital Bancshares shares in Q2 2015, an estimated $14K.
  • B. Riley Wealth Management first reported a position in Texas Capital Bancshares in Q1 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Texas Capital Bancshares position peaked at $14K in Q1 2015.
  • 207 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.