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

Reilly 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
2017
Q4 		– Sell
-38
Closed -$4K – 974
2017
Q3 		$4K Buy
+38
New +$3.44K ﹤0.01% 792
2015
Q4 		– Sell
-9,921
Closed -$658K – 1230
2015
Q3 		$631K Buy
9,921
+1,445
+17% +$98.5K 0.11% 108
2015
Q2 		$666K Buy
8,476
+1,031
+14% +$76.1K 0.11% 94
2015
Q1 		$514K Buy
7,445
+2,415
+48% +$162K 0.09% 115
2014
Q4 		$355K Buy
5,030
+1,935
+63% +$146K 0.09% 104
2014
Q3 		$237K Buy
3,095
+1,575
+104% +$124K 0.06% 111
2014
Q2 		$122K Buy
1,520
+500
+49% +$38.5K 0.03% 162
2014
Q1 		$79K Buy
+1,020
New +$76.2K 0.02% 207

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return