Peloton Wealth Strategists’s Texas Capital Bancshares TCBI Stock Holding History

Peloton Wealth Strategists’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 Q3	–	Sell	-16,100	Closed	-$1.47M	–	60
2018 Q2	$1.47M	Hold	16,100	–	–	1.07%	43
2018 Q1	$1.45M	Sell	16,100 -250	-2%	-$23.4K	1.09%	41
2017 Q4	$1.45M	Sell	16,350 -700	-4%	-$60.7K	1.08%	44
2017 Q3	$1.46M	Hold	17,050	–	–	1.13%	42
2017 Q2	$1.32M	Buy	17,050 +150	+0.9%	+$11.6K	1.02%	40
2017 Q1	$1.41M	Sell	16,900 -1,000	-6%	-$83.8K	1.16%	33
2016 Q4	$1.4M	Hold	17,900	–	–	1.15%	37
2016 Q3	$983K	Buy	+17,900	New	+$902K	0.82%	53
2016 Q1	$745K	Buy	19,400 +800	+4%	+$29.6K	0.63%	58
2015 Q4	$919K	Sell	18,600 -12,900	-41%	-$704K	0.79%	56
2015 Q3	$1.65M	Hold	31,500	–	–	1.44%	30
2015 Q2	$1.96M	Hold	31,500	–	–	1.56%	26
2015 Q1	$1.53M	Buy	31,500 +350	+1%	+$16.5K	1.19%	41
2014 Q4	$1.69M	Buy	31,150 +100	+0.3%	+$5.67K	1.29%	36
2014 Q3	$1.79M	Buy	31,050 +12,950	+72%	+$698K	1.41%	36
2014 Q2	$846K	Buy	+18,100	New	+$1.02M	0.74%	54

Other funds holding TCBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Peloton Wealth Strategists's TCBI Position: Q3 2018 in Review

Peloton Wealth Strategists sold out of Texas Capital Bancshares (TCBI) in Q3 2018, closing a stake of 16,100 shares — an estimated $1.47M sold.

Peloton Wealth Strategists first reported a position in TCBI in Q2 2014 and held it in 16 quarters. The position peaked at $1.96M in Q2 2015. 297 funds tracked by Wall St. Rank hold TCBI as of Q3 2018.

Peloton Wealth Strategists reported no remaining Texas Capital Bancshares position as of Q3 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 16,100 Texas Capital Bancshares shares in Q3 2018, an estimated $1.47M.
Peloton Wealth Strategists first reported a position in Texas Capital Bancshares in Q2 2014 and held it in 16 quarters.
Peloton Wealth Strategists's Texas Capital Bancshares position peaked at $1.96M in Q2 2015.
297 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2018.

Based on Peloton Wealth Strategists's 13F filing for Q3 2018, filed 14 Nov 2018.