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OTA Financial Group’s Texas Capital Bancshares TCBI Stock Holding History

OTA Financial Group’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
2020
Q1 		– Sell
-17,049
Closed -$967K – 61
2019
Q4 		$967K Buy
+17,049
New +$972K 0.65% 24

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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

OTA Financial Group's TCBI Position: Q1 2020 in Review

OTA Financial Group sold out of Texas Capital Bancshares (TCBI) in Q1 2020, closing a stake of 17,049 shares — an estimated $967K sold.

OTA Financial Group first reported a position in TCBI in Q4 2019 and held it in 1 quarter. The position peaked at $967K in Q4 2019. 214 funds tracked by Wall St. Rank hold TCBI as of Q1 2020.

  • OTA Financial Group reported no remaining Texas Capital Bancshares position as of Q1 2020 after selling out during the quarter.
  • OTA Financial Group sold 17,049 Texas Capital Bancshares shares in Q1 2020, an estimated $967K.
  • OTA Financial Group first reported a position in Texas Capital Bancshares in Q4 2019 and held it in 1 quarter.
  • OTA Financial Group's Texas Capital Bancshares position peaked at $967K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.