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

PRW Wealth Management’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
Q2 		– Sell
-12
Closed -$1K – 160
2019
Q1 		$1K Hold
12
– – ﹤0.01% 568
2018
Q4 		$1K Buy
+12
New +$1.17K ﹤0.01% 568

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

PRW Wealth Management's CFR Position: Q2 2019 in Review

PRW Wealth Management sold out of Cullen/Frost Bankers (CFR) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in CFR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 344 funds tracked by Wall St. Rank hold CFR as of Q2 2019.

  • PRW Wealth Management reported no remaining Cullen/Frost Bankers position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 12 Cullen/Frost Bankers shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Cullen/Frost Bankers in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Cullen/Frost Bankers position peaked at $1K in Q1 2019.
  • 344 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.