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Equitable Trust’s Texas Capital Bancshares TCBI Stock Holding History

Equitable Trust’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
Q3 		– Sell
-5,317
Closed -$487K – 304
2018
Q2 		$487K Buy
+5,317
New +$515K 0.06% 188

Other funds holding TCBI

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Equitable Trust's TCBI Position: Q3 2018 in Review

Equitable Trust sold out of Texas Capital Bancshares (TCBI) in Q3 2018, closing a stake of 5,317 shares — an estimated $487K sold.

Equitable Trust first reported a position in TCBI in Q2 2018 and held it in 1 quarter. The position peaked at $487K in Q2 2018. 297 funds tracked by Wall St. Rank hold TCBI as of Q3 2018.

  • Equitable Trust reported no remaining Texas Capital Bancshares position as of Q3 2018 after selling out during the quarter.
  • Equitable Trust sold 5,317 Texas Capital Bancshares shares in Q3 2018, an estimated $487K.
  • Equitable Trust first reported a position in Texas Capital Bancshares in Q2 2018 and held it in 1 quarter.
  • Equitable Trust's Texas Capital Bancshares position peaked at $487K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2018.

Based on Equitable Trust's 13F filing for Q3 2018, filed 15 Nov 2018.