UIM
CFR icon

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

Underhill 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
2013
Q3 		– Sell
-11,250
Closed -$751K – 25
2013
Q2 		$751K Buy
+11,250
New +$709K 0.44% 18

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Underhill Investment Management's CFR Position: Q3 2013 in Review

Underhill Investment Management sold out of Cullen/Frost Bankers (CFR) in Q3 2013, closing a stake of 11,250 shares — an estimated $751K sold.

Underhill Investment Management first reported a position in CFR in Q2 2013 and held it in 1 quarter. The position peaked at $751K in Q2 2013. 270 funds tracked by Wall St. Rank hold CFR as of Q3 2013.

  • Underhill Investment Management reported no remaining Cullen/Frost Bankers position as of Q3 2013 after selling out during the quarter.
  • Underhill Investment Management sold 11,250 Cullen/Frost Bankers shares in Q3 2013, an estimated $751K.
  • Underhill Investment Management first reported a position in Cullen/Frost Bankers in Q2 2013 and held it in 1 quarter.
  • Underhill Investment Management's Cullen/Frost Bankers position peaked at $751K in Q2 2013.
  • 270 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2013.

Based on Underhill Investment Management's 13F filing for Q3 2013, filed 25 Oct 2013.