Summit Trail Advisors
TCBI icon

Summit Trail Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Summit Trail 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
Q1 		– Sell
-97
Closed -$9K – 1516
2017
Q4 		$9K Buy
+97
New +$8.4K ﹤0.01% 1253

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Summit Trail Advisors's TCBI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2018, closing a stake of 97 shares — an estimated $9K sold.

Summit Trail Advisors first reported a position in TCBI in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 274 funds tracked by Wall St. Rank hold TCBI as of Q1 2018.

  • Summit Trail Advisors reported no remaining Texas Capital Bancshares position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 97 Texas Capital Bancshares shares in Q1 2018, an estimated $9K.
  • Summit Trail Advisors first reported a position in Texas Capital Bancshares in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Texas Capital Bancshares position peaked at $9K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.