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Essex Savings Bank’s Cullen/Frost Bankers CFR Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-8
Closed -$1K – 252
2019
Q2 		$1K Hold
8
– – ﹤0.01% 739
2019
Q1 		$1K Hold
8
– – ﹤0.01% 630
2018
Q4 		$1K Buy
+8
New +$779 ﹤0.01% 641

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Essex Savings Bank's CFR Position: Q3 2019 in Review

Essex Savings Bank sold out of Cullen/Frost Bankers (CFR) in Q3 2019, closing a stake of 8 shares — an estimated $1K sold.

Essex Savings Bank first reported a position in CFR in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 329 funds tracked by Wall St. Rank hold CFR as of Q3 2019.

  • Essex Savings Bank reported no remaining Cullen/Frost Bankers position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 8 Cullen/Frost Bankers shares in Q3 2019, an estimated $1K.
  • Essex Savings Bank first reported a position in Cullen/Frost Bankers in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Cullen/Frost Bankers position peaked at $1K in Q2 2019.
  • 329 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.