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YorkBridge Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-55
Closed -$5K – 882
2017
Q2 		$5K Hold
55
– – ﹤0.01% 699
2017
Q1 		$5K Hold
55
– – ﹤0.01% 689
2016
Q4 		$5K Buy
+55
New +$4.41K ﹤0.01% 674

Other funds holding CFR

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

YorkBridge Wealth Partners's CFR Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q3 2017, closing a stake of 55 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in CFR in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 304 funds tracked by Wall St. Rank hold CFR as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 55 Cullen/Frost Bankers shares in Q3 2017, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Cullen/Frost Bankers position peaked at $5K in Q2 2017.
  • 304 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.