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B. Riley Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

B. Riley Wealth Management’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
2015
Q1 		– Sell
-61
Closed -$4K – 1024
2014
Q4 		$4K Hold
61
– – ﹤0.01% 869
2014
Q3 		$4K Hold
61
– – ﹤0.01% 919
2014
Q2 		$4K Hold
61
– – ﹤0.01% 954
2014
Q1 		$5K Buy
+61
New +$4.56K ﹤0.01% 881

Other funds holding CFR

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

B. Riley Wealth Management's CFR Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2015, closing a stake of 61 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in CFR in Q1 2014 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 286 funds tracked by Wall St. Rank hold CFR as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 61 Cullen/Frost Bankers shares in Q1 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Cullen/Frost Bankers position peaked at $5K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.