Waverly Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Waverly 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
2018 Q1	–	Sell	-458	Closed	-$43K	–	214
2017 Q4	$43K	Buy	+458	New	+$44.1K	0.01%	261

Other funds holding CFR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waverly Advisors's CFR Position: Q1 2018 in Review

Waverly Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2018, closing a stake of 458 shares — an estimated $43K sold.

Waverly Advisors first reported a position in CFR in Q4 2017 and held it in 1 quarter. The position peaked at $43K in Q4 2017. 328 funds tracked by Wall St. Rank hold CFR as of Q1 2018.

Waverly Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 458 Cullen/Frost Bankers shares in Q1 2018, an estimated $43K.
Waverly Advisors first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 1 quarter.
Waverly Advisors's Cullen/Frost Bankers position peaked at $43K in Q4 2017.
328 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.