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Sonora Investment Management’s Cullen/Frost Bankers CFR Stock Holding History

Sonora Investment 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
2016
Q1 		– Sell
-35
Closed -$2K – 974
2015
Q4 		$2K Hold
35
– – ﹤0.01% 709
2015
Q3 		$2K Buy
+35
New +$2.38K ﹤0.01% 966

Other funds holding CFR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sonora Investment Management's CFR Position: Q1 2016 in Review

Sonora Investment Management sold out of Cullen/Frost Bankers (CFR) in Q1 2016, closing a stake of 35 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in CFR in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 279 funds tracked by Wall St. Rank hold CFR as of Q1 2016.

  • Sonora Investment Management reported no remaining Cullen/Frost Bankers position as of Q1 2016 after selling out during the quarter.
  • Sonora Investment Management sold 35 Cullen/Frost Bankers shares in Q1 2016, an estimated $2K.
  • Sonora Investment Management first reported a position in Cullen/Frost Bankers in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Cullen/Frost Bankers position peaked at $2K in Q4 2015.
  • 279 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2016.

Based on Sonora Investment Management's 13F filing for Q1 2016, filed 9 May 2016.