FAM
CFR icon

Formidable Asset Management’s Cullen/Frost Bankers CFR Stock Holding History

Formidable Asset 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
2016
Q4 		– Sell
-5,645
Closed -$406K – 173
2016
Q3 		$406K Hold
5,645
– – 0.2% 114
2016
Q2 		$384K Hold
5,645
– – 0.21% 115
2016
Q1 		$341K Sell
5,645
-755
-12% -$39.1K 0.24% 92
2015
Q4 		$364K Sell
6,400
-75
-1% -$4.97K 0.25% 91
2015
Q3 		$411K Hold
6,475
– – 0.27% 87
2015
Q2 		$509K Hold
6,475
– – 0.32% 69
2015
Q1 		$483K Hold
6,475
– – 0.32% 73
2014
Q4 		$457K Hold
6,475
– – 0.31% 79
2014
Q3 		$519K Sell
6,475
-335
-5% -$26.3K 0.34% 71
2014
Q2 		$541K Hold
6,810
– – 0.33% 75
2014
Q1 		$520K Buy
6,810
+100
+1% +$7.47K 0.36% 62
2013
Q4 		$490K Hold
6,710
– – 0.33% 74
2013
Q3 		$470K Buy
+6,710
New +$478K 0.41% 66

Other funds holding CFR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return