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Winfield Associates’s Texas Capital Bancshares TCBI Stock Holding History

Winfield Associates’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
-223
Closed -$20K – 592
2017
Q4 		$20K Hold
223
– – 0.01% 313
2017
Q3 		$19K Sell
223
-52
-19% -$4.04K 0.01% 308
2017
Q2 		$21K Buy
275
+96
+54% +$7.39K 0.01% 286
2017
Q1 		$15K Buy
+179
New +$15K 0.01% 323

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Winfield Associates's TCBI Position: Q1 2018 in Review

Winfield Associates sold out of Texas Capital Bancshares (TCBI) in Q1 2018, closing a stake of 223 shares — an estimated $20K sold.

Winfield Associates first reported a position in TCBI in Q1 2017 and held it in 4 quarters. The position peaked at $21K in Q2 2017. 274 funds tracked by Wall St. Rank hold TCBI as of Q1 2018.

  • Winfield Associates reported no remaining Texas Capital Bancshares position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 223 Texas Capital Bancshares shares in Q1 2018, an estimated $20K.
  • Winfield Associates first reported a position in Texas Capital Bancshares in Q1 2017 and held it in 4 quarters.
  • Winfield Associates's Texas Capital Bancshares position peaked at $21K in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.