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Legacy Financial Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Legacy Financial 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
-126
Closed -$10K – 1045
2018
Q3 		$10K Sell
126
-103
-45% -$9.34K ﹤0.01% 528
2018
Q2 		$21K Buy
229
+66
+40% +$6.4K 0.01% 372
2018
Q1 		$15K Sell
163
-1
-0.6% -$94 0.01% 407
2017
Q4 		$14K Buy
+164
New +$14.2K 0.01% 420

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Legacy Financial Advisors's TCBI Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 126 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in TCBI in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q2 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 126 Texas Capital Bancshares shares in Q4 2018, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Texas Capital Bancshares in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Texas Capital Bancshares position peaked at $21K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.