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AGF Investments LLC’s Cullen/Frost Bankers CFR Stock Holding History

AGF Investments LLC’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-240
Closed -$25K – 703
2018
Q3 		$25K Buy
+240
New +$26.7K ﹤0.01% 527
2017
Q3 		– Sell
-112
Closed -$11K – 765
2017
Q2 		$11K Hold
112
– – ﹤0.01% 450
2017
Q1 		$10K Hold
112
– – ﹤0.01% 481
2016
Q4 		$10K Buy
+112
New +$8.98K ﹤0.01% 575

Other funds holding CFR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AGF Investments LLC's CFR Position: Q4 2018 in Review

AGF Investments LLC sold out of Cullen/Frost Bankers (CFR) in Q4 2018, closing a stake of 240 shares — an estimated $25K sold.

AGF Investments LLC first reported a position in CFR in Q4 2016 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 349 funds tracked by Wall St. Rank hold CFR as of Q4 2018.

  • AGF Investments LLC reported no remaining Cullen/Frost Bankers position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 240 Cullen/Frost Bankers shares in Q4 2018, an estimated $25K.
  • AGF Investments LLC first reported a position in Cullen/Frost Bankers in Q4 2016 and held it in 4 quarters.
  • AGF Investments LLC's Cullen/Frost Bankers position peaked at $25K in Q3 2018.
  • 349 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.