Plante Moran Financial Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-56	Closed	-$5K	–	964
2018 Q1	$5K	Sell	56 -61	-52%	-$5.72K	﹤0.01%	733
2017 Q4	$10K	Buy	117 +14	+14%	+$1.21K	0.01%	600
2017 Q3	$9K	Hold	103	–	–	0.01%	561
2017 Q2	$8K	Hold	103	–	–	0.01%	597
2017 Q1	$9K	Buy	+103	New	+$8.63K	0.01%	599
2016 Q1	–	Sell	-80	Closed	-$4K	–	1020
2015 Q4	$4K	Buy	+80	New	+$4.36K	﹤0.01%	783

Other funds holding TCBI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's TCBI Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2018, closing a stake of 56 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in TCBI in Q4 2015 and held it in 6 quarters. The position peaked at $10K in Q4 2017. 288 funds tracked by Wall St. Rank hold TCBI as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Texas Capital Bancshares position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 56 Texas Capital Bancshares shares in Q2 2018, an estimated $5K.
Plante Moran Financial Advisors first reported a position in Texas Capital Bancshares in Q4 2015 and held it in 6 quarters.
Plante Moran Financial Advisors's Texas Capital Bancshares position peaked at $10K in Q4 2017.
288 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.