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Glassman Wealth Services’s Texas Capital Bancshares TCBI Stock Holding History

Glassman Wealth Services’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
2020
Q1 		– Sell
-12
Closed -$1K – 1544
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1040
2019
Q3 		$1K Hold
12
– – ﹤0.01% 921
2019
Q2 		$1K Buy
12
+1
+9% +$61 ﹤0.01% 932
2019
Q1 		$1K Hold
11
– – ﹤0.01% 896
2018
Q4 		$1K Buy
+11
New +$694 ﹤0.01% 690

Other funds holding TCBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Glassman Wealth Services's TCBI Position: Q1 2020 in Review

Glassman Wealth Services sold out of Texas Capital Bancshares (TCBI) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in TCBI in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 214 funds tracked by Wall St. Rank hold TCBI as of Q1 2020.

  • Glassman Wealth Services reported no remaining Texas Capital Bancshares position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 12 Texas Capital Bancshares shares in Q1 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Texas Capital Bancshares in Q4 2018 and held it in 5 quarters.
  • Glassman Wealth Services's Texas Capital Bancshares position peaked at $1K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.