Buckingham Strategic Wealth’s Cullen/Frost Bankers CFR Stock Holding History

Buckingham Strategic Wealth’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 Q1	–	Sell	-32,171	Closed	-$3.04M	–	316
2017 Q4	$3.04M	Sell	32,171 -563	-2%	-$54.2K	0.63%	34
2017 Q3	$3.11M	Buy	32,734 +14	+0%	+$1.27K	0.74%	28
2017 Q2	$3.07M	Hold	32,720	–	–	0.72%	28
2017 Q1	$2.91M	Hold	32,720	–	–	0.85%	22
2016 Q4	$2.89M	Sell	32,720 -500	-2%	-$40.1K	0.93%	19
2016 Q3	$2.39M	Hold	33,220	–	–	0.81%	24
2016 Q2	$2.12M	Hold	33,220	–	–	0.72%	26
2016 Q1	$1.83M	Hold	33,220	–	–	0.61%	35
2015 Q4	$1.99M	Hold	33,220	–	–	0.67%	26
2015 Q3	$2.11M	Hold	33,220	–	–	0.74%	24
2015 Q2	$2.61M	Hold	33,220	–	–	0.86%	21
2015 Q1	$2.29M	Hold	33,220	–	–	0.86%	18
2014 Q4	$2.35M	Sell	33,220 -325	-1%	-$24.5K	0.91%	19
2014 Q3	$2.57M	Hold	33,545	–	–	1.06%	18
2014 Q2	$2.66M	Hold	33,545	–	–	1.16%	17
2014 Q1	$2.6M	Sell	33,545 -650	-2%	-$48.6K	1.2%	17
2013 Q4	$2.54M	Buy	34,195 +617	+2%	+$44.2K	1.2%	17
2013 Q3	$2.37M	Hold	33,578	–	–	1.26%	18
2013 Q2	$2.24M	Buy	+33,578	New	+$2.12M	1.26%	17

Other funds holding CFR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Buckingham Strategic Wealth's CFR Position: Q1 2018 in Review

Buckingham Strategic Wealth sold out of Cullen/Frost Bankers (CFR) in Q1 2018, closing a stake of 32,171 shares — an estimated $3.04M sold.

Buckingham Strategic Wealth first reported a position in CFR in Q2 2013 and held it in 19 quarters. The position peaked at $3.11M in Q3 2017. 328 funds tracked by Wall St. Rank hold CFR as of Q1 2018.

Buckingham Strategic Wealth reported no remaining Cullen/Frost Bankers position as of Q1 2018 after selling out during the quarter.
Buckingham Strategic Wealth sold 32,171 Cullen/Frost Bankers shares in Q1 2018, an estimated $3.04M.
Buckingham Strategic Wealth first reported a position in Cullen/Frost Bankers in Q2 2013 and held it in 19 quarters.
Buckingham Strategic Wealth's Cullen/Frost Bankers position peaked at $3.11M in Q3 2017.
328 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2018, filed 14 May 2018.