Financial Architects (New Jersey)’s Cullen/Frost Bankers CFR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-11	Closed	-$1K	–	849
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	804
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	865
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	938
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	1126
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	1355
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	1261
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	1355
2018 Q2	$1K	Buy	+11	New	+$1.24K	﹤0.01%	1240
2017 Q2	–	Sell	-11	Closed	-$1K	–	1524
2017 Q1	$1K	Buy	+11	New	+$990	﹤0.01%	1508
2015 Q1	–	Sell	-46	Closed	-$3K	–	946
2014 Q4	$3K	Hold	46	–	–	﹤0.01%	897
2014 Q3	$4K	Hold	46	–	–	﹤0.01%	772
2014 Q2	$4K	Buy	+46	New	+$3.54K	﹤0.01%	805
2013 Q4	–	Sell	-62	Closed	-$4K	–	222
2013 Q3	$4K	Buy	+62	New	+$4.41K	﹤0.01%	599

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Financial Architects (New Jersey)'s CFR Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Cullen/Frost Bankers (CFR) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in CFR in Q3 2013 and held it in 13 quarters. The position peaked at $4K in Q3 2014. 287 funds tracked by Wall St. Rank hold CFR as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Cullen/Frost Bankers position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 11 Cullen/Frost Bankers shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Cullen/Frost Bankers in Q3 2013 and held it in 13 quarters.
Financial Architects (New Jersey)'s Cullen/Frost Bankers position peaked at $4K in Q3 2014.
287 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.