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Personal Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Personal Wealth Partners’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
Closed – – 151
2019
Q4 		$0 Hold
3
– – ﹤0.01% 529
2019
Q3 		$0 Buy
+3
New +$266 ﹤0.01% 539

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

Personal Wealth Partners's CFR Position: Q1 2020 in Review

Personal Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in CFR in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 290 funds tracked by Wall St. Rank hold CFR as of Q1 2020.

  • Personal Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Cullen/Frost Bankers shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Cullen/Frost Bankers in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Cullen/Frost Bankers position peaked at $0 in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.