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Squar Milner Financial Services’s Texas Capital Bancshares TCBI Stock Holding History

Squar Milner Financial 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
2020
Q1 		– Sell
-2
Closed – – 858
2019
Q4 		$0 Buy
+2
New +$114 ﹤0.01% 857
2018
Q3 		– Sell
-275
Closed -$25K – 851
2018
Q2 		$25K Buy
+275
New +$26.6K 0.02% 449

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Squar Milner Financial Services's TCBI Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Texas Capital Bancshares (TCBI) in Q1 2020, closing a stake of 2 shares.

Squar Milner Financial Services first reported a position in TCBI in Q2 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 214 funds tracked by Wall St. Rank hold TCBI as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Texas Capital Bancshares position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2 Texas Capital Bancshares shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Texas Capital Bancshares in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Texas Capital Bancshares position peaked at $25K in Q2 2018.
  • 214 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.