LF
TCBI icon

Lee Financial’s Texas Capital Bancshares TCBI Stock Holding History

Lee Financial’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
Q2 		– Sell
-150
Closed -$8K – 538
2019
Q1 		$8K Hold
150
– – ﹤0.01% 377
2018
Q4 		$8K Buy
150
+25
+20% +$1.58K ﹤0.01% 325
2018
Q3 		$10K Buy
125
+30
+32% +$2.72K ﹤0.01% 332
2018
Q2 		$9K Hold
95
– – ﹤0.01% 515
2018
Q1 		$9K Hold
95
– – ﹤0.01% 506
2017
Q4 		$8K Hold
95
– – ﹤0.01% 386
2017
Q3 		$8K Sell
95
-5
-5% -$388 ﹤0.01% 379
2017
Q2 		$8K Hold
100
– – ﹤0.01% 363
2017
Q1 		$8K Hold
100
– – ﹤0.01% 313
2016
Q4 		$8K Buy
+100
New +$6.75K ﹤0.01% 329

Other funds holding TCBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return