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JNBA Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-43
Closed -$3K – 631
2016
Q3 		$3K Buy
+43
New +$2.98K ﹤0.01% 1342

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JNBA Financial Advisors's CFR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2016, closing a stake of 43 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in CFR in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 326 funds tracked by Wall St. Rank hold CFR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 43 Cullen/Frost Bankers shares in Q4 2016, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Cullen/Frost Bankers in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Cullen/Frost Bankers position peaked at $3K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.