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Brandywine Oak Private Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Brandywine Oak Private Wealth’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
-29
Closed -$1K – 572
2018
Q4 		$1K Buy
+29
New +$1.83K ﹤0.01% 693

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Brandywine Oak Private Wealth's TCBI Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Texas Capital Bancshares (TCBI) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in TCBI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 268 funds tracked by Wall St. Rank hold TCBI as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Texas Capital Bancshares position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 29 Texas Capital Bancshares shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in Texas Capital Bancshares in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Texas Capital Bancshares position peaked at $1K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.