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FirstMerit Bank N.A. Trustee’s Cullen/Frost Bankers CFR Stock Holding History

FirstMerit Bank N.A. Trustee’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
2014
Q2 		– Sell
-4,868
Closed -$377K – 304
2014
Q1 		$377K Sell
4,868
-946
-16% -$70.7K 0.03% 231
2013
Q4 		$433K Sell
5,814
-666
-10% -$47.7K 0.04% 204
2013
Q3 		$457K Sell
6,480
-128
-2% -$9.11K 0.04% 194
2013
Q2 		$441K Buy
+6,608
New +$416K 0.04% 184

Other funds holding CFR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's CFR Position: Q2 2014 in Review

FirstMerit Bank N.A. Trustee sold out of Cullen/Frost Bankers (CFR) in Q2 2014, closing a stake of 4,868 shares — an estimated $377K sold.

FirstMerit Bank N.A. Trustee first reported a position in CFR in Q2 2013 and held it in 4 quarters. The position peaked at $457K in Q3 2013. 279 funds tracked by Wall St. Rank hold CFR as of Q2 2014.

  • FirstMerit Bank N.A. Trustee reported no remaining Cullen/Frost Bankers position as of Q2 2014 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 4,868 Cullen/Frost Bankers shares in Q2 2014, an estimated $377K.
  • FirstMerit Bank N.A. Trustee first reported a position in Cullen/Frost Bankers in Q2 2013 and held it in 4 quarters.
  • FirstMerit Bank N.A. Trustee's Cullen/Frost Bankers position peaked at $457K in Q3 2013.
  • 279 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2014.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2014, filed 1 Aug 2014.