Squar Milner Financial Services’s Cullen/Frost Bankers CFR Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-501	Closed	-$27K	–	292
2020 Q1	$27K	Hold	501	–	–	0.02%	425
2019 Q4	$48K	Buy	+501	New	+$46.5K	0.02%	410
2019 Q3	–	Sell	-349	Closed	-$33K	–	300
2019 Q2	$33K	Hold	349	–	–	0.02%	397
2019 Q1	$33K	Hold	349	–	–	0.02%	370
2018 Q4	$31K	Buy	349 +32	+10%	+$3.11K	0.03%	341
2018 Q3	$33K	Buy	317 +48	+18%	+$5.33K	0.03%	354
2018 Q2	$29K	Buy	+269	New	+$30.4K	0.03%	428

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

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

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

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

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

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

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

Squar Milner Financial Services's CFR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Cullen/Frost Bankers (CFR) in Q2 2020, closing a stake of 501 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in CFR in Q2 2018 and held it in 7 quarters. The position peaked at $48K in Q4 2019. 288 funds tracked by Wall St. Rank hold CFR as of Q2 2020.

Squar Milner Financial Services reported no remaining Cullen/Frost Bankers position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 501 Cullen/Frost Bankers shares in Q2 2020, an estimated $27K.
Squar Milner Financial Services first reported a position in Cullen/Frost Bankers in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Cullen/Frost Bankers position peaked at $48K in Q4 2019.
288 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.