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Winthrop Partners - WNY’s Cullen/Frost Bankers CFR Stock Holding History

Winthrop Partners - WNY’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
Q1 		– Sell
-84
Closed -$7.39K – 234
2018
Q4 		$7.39K Sell
84
-312
-79% -$30.4K 0.01% 209
2018
Q3 		$41.4K Hold
396
– – 0.03% 182
2018
Q2 		$42.9K Hold
396
– – 0.04% 189
2018
Q1 		$41.4K Buy
+396
New +$41.4K 0.03% 229

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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

Winthrop Partners - WNY's CFR Position: Q1 2019 in Review

Winthrop Partners - WNY sold out of Cullen/Frost Bankers (CFR) in Q1 2019, closing a stake of 84 shares — an estimated $7.39K sold.

Winthrop Partners - WNY first reported a position in CFR in Q1 2018 and held it in 4 quarters. The position peaked at $42.9K in Q2 2018. 354 funds tracked by Wall St. Rank hold CFR as of Q1 2019.

  • Winthrop Partners - WNY reported no remaining Cullen/Frost Bankers position as of Q1 2019 after selling out during the quarter.
  • Winthrop Partners - WNY sold 84 Cullen/Frost Bankers shares in Q1 2019, an estimated $7.39K.
  • Winthrop Partners - WNY first reported a position in Cullen/Frost Bankers in Q1 2018 and held it in 4 quarters.
  • Winthrop Partners - WNY's Cullen/Frost Bankers position peaked at $42.9K in Q2 2018.
  • 354 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2019.

Based on Winthrop Partners - WNY's 13F filing for Q1 2019, filed 15 May 2019.