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IMS Capital Management’s Cullen/Frost Bankers CFR Stock Holding History

IMS Capital 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
2014
Q1 		– Sell
-2,400
Closed -$179K – 154
2013
Q4 		$179K Buy
+2,400
New +$172K 0.23% 134

Other funds holding CFR

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Vanguard Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

IMS Capital Management's CFR Position: Q1 2014 in Review

IMS Capital Management sold out of Cullen/Frost Bankers (CFR) in Q1 2014, closing a stake of 2,400 shares — an estimated $179K sold.

IMS Capital Management first reported a position in CFR in Q4 2013 and held it in 1 quarter. The position peaked at $179K in Q4 2013. 283 funds tracked by Wall St. Rank hold CFR as of Q1 2014.

  • IMS Capital Management reported no remaining Cullen/Frost Bankers position as of Q1 2014 after selling out during the quarter.
  • IMS Capital Management sold 2,400 Cullen/Frost Bankers shares in Q1 2014, an estimated $179K.
  • IMS Capital Management first reported a position in Cullen/Frost Bankers in Q4 2013 and held it in 1 quarter.
  • IMS Capital Management's Cullen/Frost Bankers position peaked at $179K in Q4 2013.
  • 283 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2014.

Based on IMS Capital Management's 13F filing for Q1 2014, filed 14 May 2014.