Winch Advisory Services’s Cullen/Frost Bankers CFR Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-21	Closed	-$2K	–	366
2019 Q2	$2K	Buy	+21	New	+$2.05K	﹤0.01%	346
2017 Q4	–	Sell	-21	Closed	-$2K	–	308
2017 Q3	$2K	Hold	21	–	–	﹤0.01%	248
2017 Q2	$2K	Hold	21	–	–	﹤0.01%	265
2017 Q1	$2K	Buy	+21	New	+$1.89K	﹤0.01%	242

Other funds holding CFR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Winch Advisory Services's CFR Position: Q3 2019 in Review

Winch Advisory Services sold out of Cullen/Frost Bankers (CFR) in Q3 2019, closing a stake of 21 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in CFR in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 329 funds tracked by Wall St. Rank hold CFR as of Q3 2019.

Winch Advisory Services reported no remaining Cullen/Frost Bankers position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 21 Cullen/Frost Bankers shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in Cullen/Frost Bankers in Q1 2017 and held it in 4 quarters.
Winch Advisory Services's Cullen/Frost Bankers position peaked at $2K in Q2 2019.
329 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.