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Wealthfront’s Cullen/Frost Bankers CFR Stock Holding History

Wealthfront’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
Q4 		– Sell
-509
Closed -$32K – 409
2015
Q3 		$32K Buy
509
+286
+128% +$19.5K ﹤0.01% 604
2015
Q2 		$18K Buy
223
+83
+59% +$6.13K ﹤0.01% 663
2015
Q1 		$10K Buy
140
+139
+13,900% +$9.34K ﹤0.01% 633
2014
Q4 		$0 Buy
+1
New +$75 ﹤0.01% 718

Other funds holding CFR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's CFR Position: Q4 2015 in Review

Wealthfront sold out of Cullen/Frost Bankers (CFR) in Q4 2015, closing a stake of 509 shares — an estimated $32K sold.

Wealthfront first reported a position in CFR in Q4 2014 and held it in 4 quarters. The position peaked at $32K in Q3 2015. 301 funds tracked by Wall St. Rank hold CFR as of Q4 2015.

  • Wealthfront reported no remaining Cullen/Frost Bankers position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 509 Cullen/Frost Bankers shares in Q4 2015, an estimated $32K.
  • Wealthfront first reported a position in Cullen/Frost Bankers in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Cullen/Frost Bankers position peaked at $32K in Q3 2015.
  • 301 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.