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Boston Trust Walden’s Texas Capital Bancshares TCBI Stock Holding History

Boston Trust Walden’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
Q3 		– Sell
-268,802
Closed -$16.5M – 385
2019
Q2 		$16.5M Sell
268,802
-2,604
-1% -$158K 0.21% 137
2019
Q1 		$14.8M Buy
271,406
+78,509
+41% +$4.55M 0.2% 145
2018
Q4 		$9.86M Sell
192,897
-4,985
-3% -$314K 0.16% 180
2018
Q3 		$16.4M Sell
197,882
-3,654
-2% -$331K 0.23% 131
2018
Q2 		$18.4M Buy
201,536
+1,514
+0.8% +$147K 0.27% 116
2018
Q1 		$18M Sell
200,022
-9,085
-4% -$852K 0.27% 118
2017
Q4 		$18.6M Sell
209,107
-2,521
-1% -$218K 0.27% 116
2017
Q3 		$18.2M Sell
211,628
-212
-0.1% -$16.5K 0.28% 109
2017
Q2 		$16.4M Sell
211,840
-45,561
-18% -$3.51M 0.26% 122
2017
Q1 		$21.5M Sell
257,401
-23,240
-8% -$1.95M 0.33% 110
2016
Q4 		$22M Sell
280,641
-9,371
-3% -$632K 0.35% 120
2016
Q3 		$15.9M Sell
290,012
-2,251
-0.8% -$113K 0.26% 138
2016
Q2 		$13.7M Sell
292,263
-3,852
-1% -$173K 0.23% 155
2016
Q1 		$11.4M Sell
296,115
-3,082
-1% -$114K 0.2% 167
2015
Q4 		$14.8M Sell
299,197
-119,333
-29% -$6.51M 0.27% 143
2015
Q3 		$21.9M Sell
418,530
-18,105
-4% -$1.01M 0.37% 110
2015
Q2 		$27.2M Sell
436,635
-9,605
-2% -$526K 0.41% 103
2015
Q1 		$21.7M Sell
446,240
-13,599
-3% -$641K 0.32% 132
2014
Q4 		$25M Sell
459,839
-418,107
-48% -$23.7M 0.37% 115
2014
Q3 		$50.6M Sell
877,946
-30,925
-3% -$1.67M 0.78% 33
2014
Q2 		$49M Buy
908,871
+7,562
+0.8% +$424K 0.71% 42
2014
Q1 		$58.5M Sell
901,309
-198,067
-18% -$12.2M 0.87% 26
2013
Q4 		$68.4M Sell
1,099,376
-213,204
-16% -$11.4M 1% 12
2013
Q3 		$60.2M Buy
1,312,580
+133,221
+11% +$6.13M 0.92% 15
2013
Q2 		$52.3M Buy
+1,179,359
New +$50.3M 0.84% 26

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Boston Trust Walden's TCBI Position: Q3 2019 in Review

Boston Trust Walden sold out of Texas Capital Bancshares (TCBI) in Q3 2019, closing a stake of 268,802 shares — an estimated $16.5M sold.

Boston Trust Walden first reported a position in TCBI in Q2 2013 and held it in 25 quarters. The position peaked at $68.4M in Q4 2013. 245 funds tracked by Wall St. Rank hold TCBI as of Q3 2019.

  • Boston Trust Walden reported no remaining Texas Capital Bancshares position as of Q3 2019 after selling out during the quarter.
  • Boston Trust Walden sold 268,802 Texas Capital Bancshares shares in Q3 2019, an estimated $16.5M.
  • Boston Trust Walden first reported a position in Texas Capital Bancshares in Q2 2013 and held it in 25 quarters.
  • Boston Trust Walden's Texas Capital Bancshares position peaked at $68.4M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2019.

Based on Boston Trust Walden's 13F filing for Q3 2019, filed 21 Oct 2019.