US Financial Advisors’s Cullen/Frost Bankers CFR Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-26	Closed	-$1K	–	97
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	373
2015 Q4	$2K	Hold	26	–	–	﹤0.01%	450
2015 Q3	$2K	Hold	26	–	–	﹤0.01%	388
2015 Q2	$2K	Buy	+26	New	+$1.92K	﹤0.01%	362

Other funds holding CFR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

US Financial Advisors's CFR Position: Q2 2016 in Review

US Financial Advisors sold out of Cullen/Frost Bankers (CFR) in Q2 2016, closing a stake of 26 shares — an estimated $1K sold.

US Financial Advisors first reported a position in CFR in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 280 funds tracked by Wall St. Rank hold CFR as of Q2 2016.

US Financial Advisors reported no remaining Cullen/Frost Bankers position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 26 Cullen/Frost Bankers shares in Q2 2016, an estimated $1K.
US Financial Advisors first reported a position in Cullen/Frost Bankers in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Cullen/Frost Bankers position peaked at $2K in Q4 2015.
280 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.