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USA Financial Formulas’s Texas Capital Bancshares TCBI Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-6,303
Closed -$526K – 313
2017
Q1 		$526K Buy
+6,303
New +$528K 0.13% 148

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

USA Financial Formulas's TCBI Position: Q2 2017 in Review

USA Financial Formulas sold out of Texas Capital Bancshares (TCBI) in Q2 2017, closing a stake of 6,303 shares — an estimated $526K sold.

USA Financial Formulas first reported a position in TCBI in Q1 2017 and held it in 1 quarter. The position peaked at $526K in Q1 2017. 255 funds tracked by Wall St. Rank hold TCBI as of Q2 2017.

  • USA Financial Formulas reported no remaining Texas Capital Bancshares position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 6,303 Texas Capital Bancshares shares in Q2 2017, an estimated $526K.
  • USA Financial Formulas first reported a position in Texas Capital Bancshares in Q1 2017 and held it in 1 quarter.
  • USA Financial Formulas's Texas Capital Bancshares position peaked at $526K in Q1 2017.
  • 255 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.