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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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