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Lenox Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Lenox 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
2019
Q2 		– Sell
-52
Closed -$3K – 568
2019
Q1 		$3K Buy
+52
New +$3.01K ﹤0.01% 485
2018
Q2 		– Sell
-14
Closed -$1K – 640
2018
Q1 		$1K Buy
+14
New +$1.31K ﹤0.01% 530
2017
Q4 		– Sell
-55
Closed -$5K – 456
2017
Q3 		$5K Buy
+55
New +$4.27K ﹤0.01% 81

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 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lenox Wealth Advisors's TCBI Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2019, closing a stake of 52 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in TCBI in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 252 funds tracked by Wall St. Rank hold TCBI as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 52 Texas Capital Bancshares shares in Q2 2019, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's Texas Capital Bancshares position peaked at $5K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.