Founders Capital Management (Texas)’s Cullen/Frost Bankers CFR Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-175	Closed	-$17K	–	307
2019 Q4	$17K	Hold	175	–	–	0.01%	196
2019 Q3	$15K	Sell	175 -415	-70%	-$36.8K	0.01%	207
2019 Q2	$55K	Hold	590	–	–	0.05%	106
2019 Q1	$57K	Hold	590	–	–	0.05%	103
2018 Q4	$52K	Sell	590 -32,650	-98%	-$3.18M	0.06%	102
2018 Q3	$3.47M	Buy	33,240 +50	+0.2%	+$5.55K	2.86%	10
2018 Q2	$3.59M	Buy	33,190 +13,330	+67%	+$1.5M	3.15%	8
2018 Q1	$2.11M	Buy	19,860 +19,710	+13,140%	+$2.06M	1.77%	23
2017 Q4	$14K	Hold	150	–	–	0.01%	243
2017 Q3	$14K	Hold	150	–	–	0.01%	242
2017 Q2	$14K	Hold	150	–	–	0.01%	240
2017 Q1	$13K	Buy	+150	New	+$13.5K	0.01%	259

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

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

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

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

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

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

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

Founders Capital Management (Texas)'s CFR Position: Q1 2020 in Review

Founders Capital Management (Texas) sold out of Cullen/Frost Bankers (CFR) in Q1 2020, closing a stake of 175 shares — an estimated $17K sold.

Founders Capital Management (Texas) first reported a position in CFR in Q1 2017 and held it in 12 quarters. The position peaked at $3.59M in Q2 2018. 290 funds tracked by Wall St. Rank hold CFR as of Q1 2020.

Founders Capital Management (Texas) reported no remaining Cullen/Frost Bankers position as of Q1 2020 after selling out during the quarter.
Founders Capital Management (Texas) sold 175 Cullen/Frost Bankers shares in Q1 2020, an estimated $17K.
Founders Capital Management (Texas) first reported a position in Cullen/Frost Bankers in Q1 2017 and held it in 12 quarters.
Founders Capital Management (Texas)'s Cullen/Frost Bankers position peaked at $3.59M in Q2 2018.
290 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2020.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2020, filed 22 Apr 2020.