EWM
CFR icon

Evercore Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Evercore 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
2018
Q1 		– Sell
-214
Closed -$20K – 419
2017
Q4 		$20K Hold
214
– – ﹤0.01% 731
2017
Q3 		$20K Hold
214
– – ﹤0.01% 711
2017
Q2 		$20K Hold
214
– – ﹤0.01% 721
2017
Q1 		$19K Hold
214
– – ﹤0.01% 755
2016
Q4 		$19K Buy
+214
New +$17.2K ﹤0.01% 757

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Evercore Wealth Management's CFR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q1 2018, closing a stake of 214 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in CFR in Q4 2016 and held it in 5 quarters. The position peaked at $20K in Q4 2017. 328 funds tracked by Wall St. Rank hold CFR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Cullen/Frost Bankers position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 214 Cullen/Frost Bankers shares in Q1 2018, an estimated $20K.
  • Evercore Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2016 and held it in 5 quarters.
  • Evercore Wealth Management's Cullen/Frost Bankers position peaked at $20K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.