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JP Morgan Private Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-5,439
Closed -$450K – 1580
2018
Q3 		$450K Buy
+5,439
New +$493K ﹤0.01% 1109

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TCBI Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 5,439 shares — an estimated $450K sold.

JP Morgan Private Wealth Advisors first reported a position in TCBI in Q3 2018 and held it in 1 quarter. The position peaked at $450K in Q3 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,439 Texas Capital Bancshares shares in Q4 2018, an estimated $450K.
  • JP Morgan Private Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Texas Capital Bancshares position peaked at $450K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.