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Stratos Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-249
Closed -$26K – 1064
2018
Q3 		$26K Buy
+249
New +$27.7K ﹤0.01% 1748
2018
Q2 		– Sell
-40
Closed -$4K – 1214
2018
Q1 		$4K Sell
40
-24
-38% -$2.51K ﹤0.01% 2663
2017
Q4 		$6K Buy
+64
New +$6.16K ﹤0.01% 2318

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stratos Wealth Partners's CFR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q4 2018, closing a stake of 249 shares — an estimated $26K sold.

Stratos Wealth Partners first reported a position in CFR in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q3 2018. 349 funds tracked by Wall St. Rank hold CFR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 249 Cullen/Frost Bankers shares in Q4 2018, an estimated $26K.
  • Stratos Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Cullen/Frost Bankers position peaked at $26K in Q3 2018.
  • 349 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.