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JOYN Advisors’s Texas Capital Bancshares TCBI Stock Holding History

JOYN Advisors’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
-912
Closed -$47K – 1250
2018
Q4 		$47K Buy
912
+853
+1,446% +$53.8K 0.01% 367
2018
Q3 		$5K Sell
59
-5
-8% -$454 ﹤0.01% 1208
2018
Q2 		$6K Buy
64
+9
+16% +$872 ﹤0.01% 1088
2018
Q1 		$5K Buy
+55
New +$5.16K ﹤0.01% 875

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
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

JOYN Advisors's TCBI Position: Q1 2019 in Review

JOYN Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2019, closing a stake of 912 shares — an estimated $47K sold.

JOYN Advisors first reported a position in TCBI in Q1 2018 and held it in 4 quarters. The position peaked at $47K in Q4 2018. 268 funds tracked by Wall St. Rank hold TCBI as of Q1 2019.

  • JOYN Advisors reported no remaining Texas Capital Bancshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 912 Texas Capital Bancshares shares in Q1 2019, an estimated $47K.
  • JOYN Advisors first reported a position in Texas Capital Bancshares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Texas Capital Bancshares position peaked at $47K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.