SIAS
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Shine Investment Advisory Services’s Texas Capital Bancshares TCBI Stock Holding History

Shine Investment Advisory Services’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
2019
Q2 		– Sell
-88
Closed -$5K – 716
2019
Q1 		$5K Hold
88
– – ﹤0.01% 628
2018
Q4 		$4K Hold
88
– – ﹤0.01% 628
2018
Q3 		$7K Hold
88
– – ﹤0.01% 576
2018
Q2 		$8K Hold
88
– – ﹤0.01% 565
2018
Q1 		$8K Hold
88
– – ﹤0.01% 564
2017
Q4 		$8K Hold
88
– – ﹤0.01% 577
2017
Q3 		$8K Hold
88
– – ﹤0.01% 571
2017
Q2 		$7K Buy
+88
New +$6.78K ﹤0.01% 577

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State Street
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FCM
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WA
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return