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Edge Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Edge Advisors’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
Q2 		$259K Hold
2,400
– – 0.02% 283
2018
Q1 		$254K Sell
2,400
-70
-3% -$7.31K 0.02% 294
2017
Q4 		$233K Hold
2,470
– – 0.02% 294
2017
Q3 		$234K Hold
2,470
– – 0.03% 289
2017
Q2 		$231K Hold
2,470
– – 0.03% 302
2017
Q1 		$219K Hold
2,470
– – 0.03% 310
2016
Q4 		$217K Buy
+2,470
New +$198K 0.03% 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Edge Advisors's CFR Position: Q2 2018 in Review

Edge Advisors held its Cullen/Frost Bankers (CFR) position steady in Q2 2018 at 2,400 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #283.

Edge Advisors first reported a position in CFR in Q4 2016 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold CFR as of Q2 2018.

  • Edge Advisors held 2,400 shares of Cullen/Frost Bankers worth $259K as of Q2 2018.
  • Edge Advisors left its Cullen/Frost Bankers share count unchanged in Q2 2018.
  • Cullen/Frost Bankers made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #283 holding.
  • Edge Advisors first reported a position in Cullen/Frost Bankers in Q4 2016 and has held it in 7 quarters since.
  • 373 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.