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

WESPAC 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 Q4	–	Sell	-18,988	Closed	-$1.98M	–	109
2018 Q3	$1.98M	Buy	+18,988	New	+$2.11M	1.16%	32

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WESPAC Advisors's CFR Position: Q4 2018 in Review

WESPAC Advisors sold out of Cullen/Frost Bankers (CFR) in Q4 2018, closing a stake of 18,988 shares — an estimated $1.98M sold.

WESPAC Advisors first reported a position in CFR in Q3 2018 and held it in 1 quarter. The position peaked at $1.98M in Q3 2018. 349 funds tracked by Wall St. Rank hold CFR as of Q4 2018.

WESPAC Advisors reported no remaining Cullen/Frost Bankers position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors sold 18,988 Cullen/Frost Bankers shares in Q4 2018, an estimated $1.98M.
WESPAC Advisors first reported a position in Cullen/Frost Bankers in Q3 2018 and held it in 1 quarter.
WESPAC Advisors's Cullen/Frost Bankers position peaked at $1.98M in Q3 2018.
349 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.