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Ariel Investments’s Cullen/Frost Bankers CFR Stock Holding History

Ariel Investments’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
2016
Q3 		– Sell
-30,850
Closed -$1.97M – 186
2016
Q2 		$1.97M Buy
30,850
+571
+2% +$35.2K 0.02% 170
2016
Q1 		$1.67M Buy
30,279
+13,682
+82% +$708K 0.02% 177
2015
Q4 		$996K Buy
+16,597
New +$1.1M 0.01% 185

Other funds holding CFR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ariel Investments's CFR Position: Q3 2016 in Review

Ariel Investments sold out of Cullen/Frost Bankers (CFR) in Q3 2016, closing a stake of 30,850 shares — an estimated $1.97M sold.

Ariel Investments first reported a position in CFR in Q4 2015 and held it in 3 quarters. The position peaked at $1.97M in Q2 2016. 282 funds tracked by Wall St. Rank hold CFR as of Q3 2016.

  • Ariel Investments reported no remaining Cullen/Frost Bankers position as of Q3 2016 after selling out during the quarter.
  • Ariel Investments sold 30,850 Cullen/Frost Bankers shares in Q3 2016, an estimated $1.97M.
  • Ariel Investments first reported a position in Cullen/Frost Bankers in Q4 2015 and held it in 3 quarters.
  • Ariel Investments's Cullen/Frost Bankers position peaked at $1.97M in Q2 2016.
  • 282 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2016.

Based on Ariel Investments's 13F filing for Q3 2016, filed 14 Nov 2016.