Gideon Capital Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Gideon Capital Advisors’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
2017 Q3	–	Sell	-4,732	Closed	-$444K	–	282
2017 Q2	$444K	Buy	+4,732	New	+$437K	0.49%	63
2016 Q1	–	Sell	-3,630	Closed	-$218K	–	155
2015 Q4	$218K	Buy	+3,630	New	+$241K	0.16%	175
2015 Q1	–	Sell	-25,733	Closed	-$1.82M	–	233
2014 Q4	$1.82M	Buy	25,733 +18,865	+275%	+$1.42M	0.86%	31
2014 Q3	$525K	Buy	+6,868	New	+$539K	0.2%	146

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

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gideon Capital Advisors's CFR Position: Q3 2017 in Review

Gideon Capital Advisors sold out of Cullen/Frost Bankers (CFR) in Q3 2017, closing a stake of 4,732 shares — an estimated $444K sold.

Gideon Capital Advisors first reported a position in CFR in Q3 2014 and held it in 4 quarters. The position peaked at $1.82M in Q4 2014. 304 funds tracked by Wall St. Rank hold CFR as of Q3 2017.

Gideon Capital Advisors reported no remaining Cullen/Frost Bankers position as of Q3 2017 after selling out during the quarter.
Gideon Capital Advisors sold 4,732 Cullen/Frost Bankers shares in Q3 2017, an estimated $444K.
Gideon Capital Advisors first reported a position in Cullen/Frost Bankers in Q3 2014 and held it in 4 quarters.
Gideon Capital Advisors's Cullen/Frost Bankers position peaked at $1.82M in Q4 2014.
304 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2017.

Based on Gideon Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.