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Whitney & Co’s Texas Capital Bancshares TCBI Stock Holding History

Whitney & Co’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
-32
Closed -$2K – 415
2018
Q3 		$2K Buy
+32
New +$2.9K ﹤0.01% 476

Other funds holding TCBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Whitney & Co's TCBI Position: Q4 2018 in Review

Whitney & Co sold out of Texas Capital Bancshares (TCBI) in Q4 2018, closing a stake of 32 shares — an estimated $2K sold.

Whitney & Co first reported a position in TCBI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 277 funds tracked by Wall St. Rank hold TCBI as of Q4 2018.

  • Whitney & Co reported no remaining Texas Capital Bancshares position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 32 Texas Capital Bancshares shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in Texas Capital Bancshares in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Texas Capital Bancshares position peaked at $2K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.