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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 – 537
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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 $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's TCBI Position: Q2 2019 in Review

Lee Financial sold out of Texas Capital Bancshares (TCBI) in Q2 2019, closing a stake of 150 shares — an estimated $8K sold.

Lee Financial first reported a position in TCBI in Q4 2016 and held it in 10 quarters. The position peaked at $10K in Q3 2018. 252 funds tracked by Wall St. Rank hold TCBI as of Q2 2019.

  • Lee Financial reported no remaining Texas Capital Bancshares position as of Q2 2019 after selling out during the quarter.
  • Lee Financial sold 150 Texas Capital Bancshares shares in Q2 2019, an estimated $8K.
  • Lee Financial first reported a position in Texas Capital Bancshares in Q4 2016 and held it in 10 quarters.
  • Lee Financial's Texas Capital Bancshares position peaked at $10K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.