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WFG Advisors’s Texas Capital Bancshares TCBI Stock Holding History

WFG 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
2015
Q2 		– Sell
-25
Closed -$1K – 1803
2015
Q1 		$1K Hold
25
– – ﹤0.01% 1665
2014
Q4 		$1K Hold
25
– – ﹤0.01% 1992
2014
Q3 		$1K Buy
+25
New +$1.35K ﹤0.01% 2010

Other funds holding TCBI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WFG Advisors's TCBI Position: Q2 2015 in Review

WFG Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

WFG Advisors first reported a position in TCBI in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 207 funds tracked by Wall St. Rank hold TCBI as of Q2 2015.

  • WFG Advisors reported no remaining Texas Capital Bancshares position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 25 Texas Capital Bancshares shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in Texas Capital Bancshares in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's Texas Capital Bancshares position peaked at $1K in Q1 2015.
  • 207 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.