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Bellwether Investment Group’s Texas Capital Bancshares TCBI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-213
Closed -$18K – 546
2017
Q1 		$18K Sell
213
-49
-19% -$4.11K 0.05% 342
2016
Q4 		$21K Buy
+262
New +$17.7K 0.02% 443
2016
Q2 		$2K Buy
+39
New +$1.75K ﹤0.01% 586

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellwether Investment Group's TCBI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Texas Capital Bancshares (TCBI) in Q2 2017, closing a stake of 213 shares — an estimated $18K sold.

Bellwether Investment Group first reported a position in TCBI in Q2 2016 and held it in 3 quarters. The position peaked at $21K in Q4 2016. 255 funds tracked by Wall St. Rank hold TCBI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Texas Capital Bancshares position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 213 Texas Capital Bancshares shares in Q2 2017, an estimated $18K.
  • Bellwether Investment Group first reported a position in Texas Capital Bancshares in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Texas Capital Bancshares position peaked at $21K in Q4 2016.
  • 255 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.