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Financial Gravity Asset Management’s Texas Capital Bancshares TCBI Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$8K Hold
125
– – 0.01% 632
2018
Q2 		$11K Buy
+125
New +$12.1K 0.01% 555

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
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

Financial Gravity Asset Management's TCBI Position: Q3 2018 in Review

Financial Gravity Asset Management held its Texas Capital Bancshares (TCBI) position steady in Q3 2018 at 125 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #632.

Financial Gravity Asset Management first reported a position in TCBI in Q2 2018 and has held it in 2 quarters since. The position peaked at $11K in Q2 2018. 297 funds tracked by Wall St. Rank hold TCBI as of Q3 2018.

  • Financial Gravity Asset Management held 125 shares of Texas Capital Bancshares worth $8K as of Q3 2018.
  • Financial Gravity Asset Management left its Texas Capital Bancshares share count unchanged in Q3 2018.
  • Texas Capital Bancshares made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #632 holding.
  • Financial Gravity Asset Management first reported a position in Texas Capital Bancshares in Q2 2018 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Texas Capital Bancshares position peaked at $11K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.