Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Mount Yale Investment 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
-539
Closed -$34K – 721
2018
Q3 		$34K Sell
539
-60
-10% -$5.44K 0.01% 679
2018
Q2 		$55K Hold
599
– – 0.01% 607
2018
Q1 		$54K Buy
+599
New +$56.2K 0.01% 601

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 $3.38T AUM 44.17% 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
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Mount Yale Investment Advisors's TCBI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 539 shares — an estimated $34K sold.

Mount Yale Investment Advisors first reported a position in TCBI in Q1 2018 and held it in 3 quarters. The position peaked at $55K in Q2 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 539 Texas Capital Bancshares shares in Q4 2018, an estimated $34K.
  • Mount Yale Investment Advisors first reported a position in Texas Capital Bancshares in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Texas Capital Bancshares position peaked at $55K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.