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Prestige Wealth Management Group’s Cullen/Frost Bankers CFR Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-8
Closed -$1K – 601
2018
Q4 		$1K Buy
+8
New +$779 ﹤0.01% 970

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prestige Wealth Management Group's CFR Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Cullen/Frost Bankers (CFR) in Q1 2019, closing a stake of 8 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in CFR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 354 funds tracked by Wall St. Rank hold CFR as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Cullen/Frost Bankers position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 8 Cullen/Frost Bankers shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Cullen/Frost Bankers in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Cullen/Frost Bankers position peaked at $1K in Q4 2018.
  • 354 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.