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Omnia Family Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Omnia Family Wealth’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
2017
Q4 		– Sell
-58
Closed -$5K – 638
2017
Q3 		$5K Hold
58
– – ﹤0.01% 349
2017
Q2 		$4K Hold
58
– – ﹤0.01% 475
2017
Q1 		$5K Hold
58
– – ﹤0.01% 403
2016
Q4 		$5K Buy
+58
New +$3.91K ﹤0.01% 393

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Omnia Family Wealth's TCBI Position: Q4 2017 in Review

Omnia Family Wealth sold out of Texas Capital Bancshares (TCBI) in Q4 2017, closing a stake of 58 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in TCBI in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 288 funds tracked by Wall St. Rank hold TCBI as of Q4 2017.

  • Omnia Family Wealth reported no remaining Texas Capital Bancshares position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 58 Texas Capital Bancshares shares in Q4 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Texas Capital Bancshares in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Texas Capital Bancshares position peaked at $5K in Q3 2017.
  • 288 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.