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Wilson Kemp & Associates’s Cullen/Frost Bankers CFR Stock Holding History

Wilson Kemp & Associates’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
2014
Q2 		– Sell
-3,000
Closed -$233K – 59
2014
Q1 		$233K Hold
3,000
– – 0.61% 57
2013
Q4 		$223K Hold
3,000
– – 0.43% 61
2013
Q3 		$212K Sell
3,000
-5,000
-63% -$356K 0.47% 60
2013
Q2 		$534K Buy
+8,000
New +$504K 0.51% 55

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

Wilson Kemp & Associates's CFR Position: Q2 2014 in Review

Wilson Kemp & Associates sold out of Cullen/Frost Bankers (CFR) in Q2 2014, closing a stake of 3,000 shares — an estimated $233K sold.

Wilson Kemp & Associates first reported a position in CFR in Q2 2013 and held it in 4 quarters. The position peaked at $534K in Q2 2013. 279 funds tracked by Wall St. Rank hold CFR as of Q2 2014.

  • Wilson Kemp & Associates reported no remaining Cullen/Frost Bankers position as of Q2 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 3,000 Cullen/Frost Bankers shares in Q2 2014, an estimated $233K.
  • Wilson Kemp & Associates first reported a position in Cullen/Frost Bankers in Q2 2013 and held it in 4 quarters.
  • Wilson Kemp & Associates's Cullen/Frost Bankers position peaked at $534K in Q2 2013.
  • 279 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2014.

Based on Wilson Kemp & Associates's 13F filing for Q2 2014, filed 21 Jul 2014.