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Convergence Investment Partners’s Cullen/Frost Bankers CFR Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-4,815
Closed -$521K – 317
2018
Q2 		$521K Buy
+4,815
New +$544K 0.07% 257

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Aristotle Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Convergence Investment Partners's CFR Position: Q3 2018 in Review

Convergence Investment Partners sold out of Cullen/Frost Bankers (CFR) in Q3 2018, closing a stake of 4,815 shares — an estimated $521K sold.

Convergence Investment Partners first reported a position in CFR in Q2 2018 and held it in 1 quarter. The position peaked at $521K in Q2 2018. 358 funds tracked by Wall St. Rank hold CFR as of Q3 2018.

  • Convergence Investment Partners reported no remaining Cullen/Frost Bankers position as of Q3 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 4,815 Cullen/Frost Bankers shares in Q3 2018, an estimated $521K.
  • Convergence Investment Partners first reported a position in Cullen/Frost Bankers in Q2 2018 and held it in 1 quarter.
  • Convergence Investment Partners's Cullen/Frost Bankers position peaked at $521K in Q2 2018.
  • 358 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2018.

Based on Convergence Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.