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Personal Wealth Partners’s Texas Capital Bancshares TCBI Stock Holding History

Personal Wealth Partners’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
-3
Closed – – 540
2019
Q4 		$0 Hold
3
– – ﹤0.01% 666
2019
Q3 		$0 Buy
+3
New +$171 ﹤0.01% 676

Other funds holding TCBI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Personal Wealth Partners's TCBI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Texas Capital Bancshares (TCBI) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in TCBI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 214 funds tracked by Wall St. Rank hold TCBI as of Q1 2020.

  • Personal Wealth Partners reported no remaining Texas Capital Bancshares position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Texas Capital Bancshares shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Texas Capital Bancshares in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Texas Capital Bancshares position peaked at $0 in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.