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Mount Yale Investment Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-914
Closed -$94K – 395
2018
Q3 		$94K Hold
914
– – 0.02% 460
2018
Q2 		$99K Buy
914
+114
+14% +$12.9K 0.02% 464
2018
Q1 		$85K Buy
+800
New +$83.6K 0.02% 502

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Yale Investment Advisors's CFR Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2018, closing a stake of 914 shares — an estimated $94K sold.

Mount Yale Investment Advisors first reported a position in CFR in Q1 2018 and held it in 3 quarters. The position peaked at $99K in Q2 2018. 349 funds tracked by Wall St. Rank hold CFR as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 914 Cullen/Frost Bankers shares in Q4 2018, an estimated $94K.
  • Mount Yale Investment Advisors first reported a position in Cullen/Frost Bankers in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Cullen/Frost Bankers position peaked at $99K in Q2 2018.
  • 349 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.