Plante Moran Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-50	Closed	-$4K	–	767
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	708
2019 Q2	$5K	Sell	50 -6	-11%	-$586	﹤0.01%	640
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	632
2018 Q4	$5K	Hold	56	–	–	﹤0.01%	590
2018 Q3	$6K	Buy	56 +14	+33%	+$1.55K	﹤0.01%	565
2018 Q2	$5K	Buy	+42	New	+$4.74K	﹤0.01%	627
2017 Q2	–	Sell	-250	Closed	-$22K	–	843
2017 Q1	$22K	Hold	250	–	–	0.01%	461
2016 Q4	$22K	Hold	250	–	–	0.01%	467
2016 Q3	$18K	Hold	250	–	–	0.01%	505
2016 Q2	$16K	Hold	250	–	–	0.01%	459
2016 Q1	$14K	Hold	250	–	–	0.01%	430
2015 Q4	$15K	Hold	250	–	–	0.01%	497
2015 Q3	$16K	Hold	250	–	–	0.01%	410
2015 Q2	$20K	Hold	250	–	–	0.01%	417
2015 Q1	$17K	Hold	250	–	–	0.01%	429
2014 Q4	$18K	Buy	+250	New	+$18.9K	0.01%	415

Other funds holding CFR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Plante Moran Financial Advisors's CFR Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2019, closing a stake of 50 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CFR in Q4 2014 and held it in 16 quarters. The position peaked at $22K in Q1 2017. 324 funds tracked by Wall St. Rank hold CFR as of Q4 2019.

Plante Moran Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 50 Cullen/Frost Bankers shares in Q4 2019, an estimated $4K.
Plante Moran Financial Advisors first reported a position in Cullen/Frost Bankers in Q4 2014 and held it in 16 quarters.
Plante Moran Financial Advisors's Cullen/Frost Bankers position peaked at $22K in Q1 2017.
324 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.