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

Stratos 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
2018
Q4 		– Sell
-38
Closed -$3K – 2314
2018
Q3 		$3K Buy
+38
New +$3.45K ﹤0.01% 2639
2018
Q2 		– Sell
-138
Closed -$12K – 2394
2018
Q1 		$12K Buy
138
+100
+263% +$9.38K ﹤0.01% 2244
2017
Q4 		$3K Buy
+38
New +$3.29K ﹤0.01% 2544

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Stratos Wealth Partners's TCBI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 38 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in TCBI in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 38 Texas Capital Bancshares shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Texas Capital Bancshares in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Texas Capital Bancshares position peaked at $12K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.