First Personal Financial Services’s Cullen/Frost Bankers CFR Stock Holding History

First Personal Financial Services’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	-104	Closed	-$10K	–	574
2019 Q2	$10K	Hold	104	–	–	﹤0.01%	498
2019 Q1	$10K	Buy	104 +16	+18%	+$1.59K	﹤0.01%	493
2018 Q4	$8K	Hold	88	–	–	﹤0.01%	489
2018 Q3	$9K	Sell	88 -11	-11%	-$1.22K	﹤0.01%	505
2018 Q2	$11K	Hold	99	–	–	﹤0.01%	472
2018 Q1	$11K	Hold	99	–	–	﹤0.01%	759
2017 Q4	$9K	Buy	+99	New	+$9.53K	﹤0.01%	797
2016 Q1	–	Sell	-78	Closed	-$5K	–	326
2015 Q4	$5K	Buy	+78	New	+$5.17K	﹤0.01%	333

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

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

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

First Personal Financial Services's CFR Position: Q3 2019 in Review

First Personal Financial Services sold out of Cullen/Frost Bankers (CFR) in Q3 2019, closing a stake of 104 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in CFR in Q4 2015 and held it in 8 quarters. The position peaked at $11K in Q2 2018. 329 funds tracked by Wall St. Rank hold CFR as of Q3 2019.

First Personal Financial Services reported no remaining Cullen/Frost Bankers position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 104 Cullen/Frost Bankers shares in Q3 2019, an estimated $10K.
First Personal Financial Services first reported a position in Cullen/Frost Bankers in Q4 2015 and held it in 8 quarters.
First Personal Financial Services's Cullen/Frost Bankers position peaked at $11K in Q2 2018.
329 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.