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Golden State Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Golden State Wealth 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
2019
Q3 		– Sell
-100
Closed -$6K – 1142
2019
Q2 		$6K Hold
100
– – ﹤0.01% 850
2019
Q1 		$5K Buy
+100
New +$5.79K ﹤0.01% 908

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FCM
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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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Golden State Wealth Management's TCBI Position: Q3 2019 in Review

Golden State Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q3 2019, closing a stake of 100 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in TCBI in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 245 funds tracked by Wall St. Rank hold TCBI as of Q3 2019.

  • Golden State Wealth Management reported no remaining Texas Capital Bancshares position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 100 Texas Capital Bancshares shares in Q3 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in Texas Capital Bancshares in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Texas Capital Bancshares position peaked at $6K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.