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Wealthcare Capital Management’s Cullen/Frost Bankers CFR Stock Holding History

Wealthcare Capital 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
2015
Q3 		– Sell
-44
Closed – – 265
2015
Q2 		$0 Hold
44
– – ﹤0.01% 464
2015
Q1 		$3K Buy
+44
New +$2.96K ﹤0.01% 737

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Luther King Capital Management (LKCM)
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
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Wealthcare Capital Management's CFR Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Cullen/Frost Bankers (CFR) in Q3 2015, closing a stake of 44 shares.

Wealthcare Capital Management first reported a position in CFR in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 284 funds tracked by Wall St. Rank hold CFR as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Cullen/Frost Bankers position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 44 Cullen/Frost Bankers shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in Cullen/Frost Bankers in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Cullen/Frost Bankers position peaked at $3K in Q1 2015.
  • 284 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.