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Wealthspire Advisors (Maryland)’s Cullen/Frost Bankers CFR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-327
Closed -$32K – 731
2019
Q1 		$32K Sell
327
-57
-15% -$5.66K ﹤0.01% 1076
2018
Q4 		$34K Sell
384
-21
-5% -$2.04K ﹤0.01% 1005
2018
Q3 		$42K Sell
405
-52
-11% -$5.78K ﹤0.01% 1025
2018
Q2 		$49K Buy
457
+72
+19% +$8.13K ﹤0.01% 982
2018
Q1 		$41K Buy
385
+13
+3% +$1.36K ﹤0.01% 1058
2017
Q4 		$35K Buy
372
+27
+8% +$2.6K ﹤0.01% 1142
2017
Q3 		$33K Buy
345
+71
+26% +$6.42K ﹤0.01% 1113
2017
Q2 		$26K Buy
274
+14
+5% +$1.29K ﹤0.01% 1163
2017
Q1 		$23K Buy
260
+19
+8% +$1.71K ﹤0.01% 1034
2016
Q4 		$21K Sell
241
-40
-14% -$3.21K ﹤0.01% 1003
2016
Q3 		$20K Buy
281
+68
+32% +$4.71K ﹤0.01% 1051
2016
Q2 		$14K Buy
213
+37
+21% +$2.28K ﹤0.01% 1108
2016
Q1 		$10K Sell
176
-7
-4% -$362 ﹤0.01% 1179
2015
Q4 		$11K Buy
+183
New +$12.1K ﹤0.01% 1164

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CFR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cullen/Frost Bankers (CFR) in Q2 2019, closing a stake of 327 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in CFR in Q4 2015 and held it in 14 quarters. The position peaked at $49K in Q2 2018. 344 funds tracked by Wall St. Rank hold CFR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cullen/Frost Bankers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 327 Cullen/Frost Bankers shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in Cullen/Frost Bankers in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cullen/Frost Bankers position peaked at $49K in Q2 2018.
  • 344 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.