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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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
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.