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Gupta Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

Gupta Wealth 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
Q1 		$1K Sell
20
-220
-92% -$11.4K ﹤0.01% 1108
2015
Q4 		$14K Buy
240
+220
+1,100% +$14.6K ﹤0.01% 789
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1184
2015
Q2 		$2K Buy
+20
New +$1.48K ﹤0.01% 1129

Other funds holding CFR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Gupta Wealth Management's CFR Position: Q1 2016 in Review

Gupta Wealth Management reduced its Cullen/Frost Bankers (CFR) stake by 92% in Q1 2016, selling an estimated $11.4K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Gupta Wealth Management first reported a position in CFR in Q2 2015 and has held it in 4 quarters since. The position peaked at $14K in Q4 2015. 279 funds tracked by Wall St. Rank hold CFR as of Q1 2016.

  • Gupta Wealth Management held 20 shares of Cullen/Frost Bankers worth $1K as of Q1 2016.
  • Gupta Wealth Management sold 220 Cullen/Frost Bankers shares in Q1 2016, an estimated $11.4K.
  • Cullen/Frost Bankers made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1108 holding.
  • Gupta Wealth Management first reported a position in Cullen/Frost Bankers in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Cullen/Frost Bankers position peaked at $14K in Q4 2015.
  • 279 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.