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SVB Wealth’s Cullen/Frost Bankers CFR Stock Holding History

SVB Wealth’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
Q1 		– Sell
-6,033
Closed -$590K – 613
2019
Q4 		$590K Sell
6,033
-3,191
-35% -$296K 0.01% 381
2019
Q3 		$817K Sell
9,224
-822
-8% -$72.9K 0.02% 301
2019
Q2 		$941K Sell
10,046
-693
-6% -$67.7K 0.03% 290
2019
Q1 		$1.04M Sell
10,739
-350
-3% -$34.7K 0.04% 219
2018
Q4 		$975K Sell
11,089
-1,312
-11% -$128K 0.04% 222
2018
Q3 		$1.29M Sell
12,401
-285
-2% -$31.7K 0.05% 220
2018
Q2 		$1.37M Sell
12,686
-213
-2% -$24K 0.05% 213
2018
Q1 		$1.37M Buy
12,899
+1,505
+13% +$157K 0.05% 217
2017
Q4 		$1.08M Buy
11,394
+400
+4% +$38.5K 0.04% 250
2017
Q3 		$1.04M Buy
10,994
+476
+5% +$43K 0.04% 253
2017
Q2 		$988K Buy
10,518
+1,373
+15% +$127K 0.04% 262
2017
Q1 		$814K Buy
9,145
+992
+12% +$89.2K 0.03% 282
2016
Q4 		$719K Buy
8,153
+3,967
+95% +$318K 0.03% 294
2016
Q3 		$301K Buy
4,186
+660
+19% +$45.7K 0.01% 438
2016
Q2 		$225K Sell
3,526
-115
-3% -$7.09K 0.01% 466
2016
Q1 		$201K Buy
+3,641
New +$188K 0.01% 495

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SVB Wealth's CFR Position: Q1 2020 in Review

SVB Wealth sold out of Cullen/Frost Bankers (CFR) in Q1 2020, closing a stake of 6,033 shares — an estimated $590K sold.

SVB Wealth first reported a position in CFR in Q1 2016 and held it in 16 quarters. The position peaked at $1.37M in Q2 2018. 291 funds tracked by Wall St. Rank hold CFR as of Q1 2020.

  • SVB Wealth reported no remaining Cullen/Frost Bankers position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 6,033 Cullen/Frost Bankers shares in Q1 2020, an estimated $590K.
  • SVB Wealth first reported a position in Cullen/Frost Bankers in Q1 2016 and held it in 16 quarters.
  • SVB Wealth's Cullen/Frost Bankers position peaked at $1.37M in Q2 2018.
  • 291 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.