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Gary Goldberg Planning Services’s Cullen/Frost Bankers CFR Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		– Sell
-64
Closed -$5K – 457
2014
Q3 		$5K Buy
+64
New +$5.02K ﹤0.01% 410

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

Gary Goldberg Planning Services's CFR Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Cullen/Frost Bankers (CFR) in Q4 2014, closing a stake of 64 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in CFR in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 319 funds tracked by Wall St. Rank hold CFR as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Cullen/Frost Bankers position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 64 Cullen/Frost Bankers shares in Q4 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in Cullen/Frost Bankers in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Cullen/Frost Bankers position peaked at $5K in Q3 2014.
  • 319 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.