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Fusion Investment Group’s Cullen/Frost Bankers CFR Stock Holding History

Fusion Investment Group’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
Q4 		– Sell
-135
Closed -$10K – 118
2014
Q3 		$10K Hold
135
– – 0.01% 172
2014
Q2 		$11K Hold
135
– – 0.01% 182
2014
Q1 		$10K Hold
135
– – 0.01% 188
2013
Q4 		$10K Buy
+135
New +$9.66K 0.01% 205

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Fusion Investment Group's CFR Position: Q4 2014 in Review

Fusion Investment Group sold out of Cullen/Frost Bankers (CFR) in Q4 2014, closing a stake of 135 shares — an estimated $10K sold.

Fusion Investment Group first reported a position in CFR in Q4 2013 and held it in 4 quarters. The position peaked at $11K in Q2 2014. 319 funds tracked by Wall St. Rank hold CFR as of Q4 2014.

  • Fusion Investment Group reported no remaining Cullen/Frost Bankers position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 135 Cullen/Frost Bankers shares in Q4 2014, an estimated $10K.
  • Fusion Investment Group first reported a position in Cullen/Frost Bankers in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's Cullen/Frost Bankers position peaked at $11K in Q2 2014.
  • 319 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.