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

Legacy 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 Q1	–	Sell	-278	Closed	-$24K	–	205
2016 Q4	$24K	Buy	+278	New	+$22.3K	0.03%	138

Other funds holding CFR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Advisors's CFR Position: Q1 2017 in Review

Legacy Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2017, closing a stake of 278 shares — an estimated $24K sold.

Legacy Advisors first reported a position in CFR in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 323 funds tracked by Wall St. Rank hold CFR as of Q1 2017.

Legacy Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2017 after selling out during the quarter.
Legacy Advisors sold 278 Cullen/Frost Bankers shares in Q1 2017, an estimated $24K.
Legacy Advisors first reported a position in Cullen/Frost Bankers in Q4 2016 and held it in 1 quarter.
Legacy Advisors's Cullen/Frost Bankers position peaked at $24K in Q4 2016.
323 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2017.

Based on Legacy Advisors's 13F filing for Q1 2017, filed 2 Nov 2017.