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

WFG 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
2017
Q2 		$2.29M Buy
24,392
+6,108
+33% +$563K 0.52% 40
2017
Q1 		$1.63M Sell
18,284
-6,516
-26% -$586K 0.43% 55
2016
Q4 		$2.19M Buy
24,800
+972
+4% +$78K 0.54% 39
2016
Q3 		$1.71M Sell
23,828
-1,057
-4% -$73.2K 0.43% 58
2016
Q2 		$1.59M Sell
24,885
-3,667
-13% -$226K 0.42% 54
2016
Q1 		$1.57M Buy
28,552
+5,803
+26% +$300K 0.46% 45
2015
Q4 		$1.36M Sell
22,749
-1,657
-7% -$110K 0.41% 52
2015
Q3 		$1.55M Buy
24,406
+161
+0.7% +$11K 0.49% 43
2015
Q2 		$1.91M Buy
24,245
+2,126
+10% +$157K 0.52% 32
2015
Q1 		$1.53M Sell
22,119
-2,168
-9% -$146K 0.43% 42
2014
Q4 		$1.72M Buy
24,287
+847
+4% +$63.9K 0.35% 54
2014
Q3 		$1.79M Buy
23,440
+140
+0.6% +$11K 0.34% 54
2014
Q2 		$1.85M Buy
23,300
+636
+3% +$49K 0.35% 63
2014
Q1 		$1.76M Buy
22,664
+1,952
+9% +$146K 0.35% 53
2013
Q4 		$1.54M Buy
20,712
+2,728
+15% +$195K 0.22% 114
2013
Q3 		$1.27M Buy
17,984
+772
+4% +$54.9K 0.2% 131
2013
Q2 		$1.15M Buy
+17,212
New +$1.08M 0.19% 135

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

WFG Advisors's CFR Position: Q2 2017 in Review

WFG Advisors increased its Cullen/Frost Bankers (CFR) stake by 33% in Q2 2017, buying an estimated $563K and bringing the position to 24,392 shares worth $2.29M. The position accounts for 0.52% of the portfolio, ranked #40.

WFG Advisors first reported a position in CFR in Q2 2013 and has held it in 17 quarters since. 327 funds tracked by Wall St. Rank hold CFR as of Q2 2017.

  • WFG Advisors held 24,392 shares of Cullen/Frost Bankers worth $2.29M as of Q2 2017.
  • WFG Advisors bought 6,108 Cullen/Frost Bankers shares in Q2 2017, an estimated $563K.
  • Cullen/Frost Bankers made up 0.52% of WFG Advisors's portfolio in Q2 2017, its #40 holding.
  • WFG Advisors first reported a position in Cullen/Frost Bankers in Q2 2013 and has held it in 17 quarters since.
  • 327 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.