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Moody Lynn & Lieberson’s Cullen/Frost Bankers CFR Stock Holding History

Moody Lynn & Lieberson’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
2015
Q1 		– Sell
-3,577
Closed -$253K – 187
2014
Q4 		$253K Sell
3,577
-154
-4% -$11.6K 0.04% 175
2014
Q3 		$285K Hold
3,731
– – 0.04% 155
2014
Q2 		$296K Sell
3,731
-105
-3% -$8.09K 0.04% 160
2014
Q1 		$297K Sell
3,836
-44
-1% -$3.29K 0.04% 162
2013
Q4 		$289K Buy
3,880
+209
+6% +$15K 0.04% 168
2013
Q3 		$259K Buy
3,671
+180
+5% +$12.8K 0.04% 157
2013
Q2 		$233K Buy
+3,491
New +$220K 0.04% 142

Other funds holding CFR

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Moody Lynn & Lieberson's CFR Position: Q1 2015 in Review

Moody Lynn & Lieberson sold out of Cullen/Frost Bankers (CFR) in Q1 2015, closing a stake of 3,577 shares — an estimated $253K sold.

Moody Lynn & Lieberson first reported a position in CFR in Q2 2013 and held it in 7 quarters. The position peaked at $297K in Q1 2014. 286 funds tracked by Wall St. Rank hold CFR as of Q1 2015.

  • Moody Lynn & Lieberson reported no remaining Cullen/Frost Bankers position as of Q1 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,577 Cullen/Frost Bankers shares in Q1 2015, an estimated $253K.
  • Moody Lynn & Lieberson first reported a position in Cullen/Frost Bankers in Q2 2013 and held it in 7 quarters.
  • Moody Lynn & Lieberson's Cullen/Frost Bankers position peaked at $297K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2015, filed 29 Apr 2015.