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Kovack Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Kovack 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
2020
Q1 		– Sell
-3,556
Closed -$348K – 482
2019
Q4 		$348K Sell
3,556
-409
-10% -$38K 0.06% 331
2019
Q3 		$351K Hold
3,965
– – 0.07% 297
2019
Q2 		$371K Buy
+3,965
New +$388K 0.08% 254

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kovack Advisors's CFR Position: Q1 2020 in Review

Kovack Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2020, closing a stake of 3,556 shares — an estimated $348K sold.

Kovack Advisors first reported a position in CFR in Q2 2019 and held it in 3 quarters. The position peaked at $371K in Q2 2019. 290 funds tracked by Wall St. Rank hold CFR as of Q1 2020.

  • Kovack Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2020 after selling out during the quarter.
  • Kovack Advisors sold 3,556 Cullen/Frost Bankers shares in Q1 2020, an estimated $348K.
  • Kovack Advisors first reported a position in Cullen/Frost Bankers in Q2 2019 and held it in 3 quarters.
  • Kovack Advisors's Cullen/Frost Bankers position peaked at $371K in Q2 2019.
  • 290 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2020.

Based on Kovack Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.