YMRC
CFR icon

Yorktown Management & Research Company’s Cullen/Frost Bankers CFR Stock Holding History

Yorktown Management & Research Company’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
-3,000
Closed -$282K – 381
2017
Q2 		$282K Hold
3,000
– – 0.09% 178
2017
Q1 		$267K Hold
3,000
– – 0.07% 221
2016
Q4 		$265K Hold
3,000
– – 0.07% 205
2016
Q3 		$216K Buy
+3,000
New +$208K 0.05% 242

Other funds holding CFR

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

Yorktown Management & Research Company's CFR Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Cullen/Frost Bankers (CFR) in Q3 2017, closing a stake of 3,000 shares — an estimated $282K sold.

Yorktown Management & Research Company first reported a position in CFR in Q3 2016 and held it in 4 quarters. The position peaked at $282K in Q2 2017. 304 funds tracked by Wall St. Rank hold CFR as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining Cullen/Frost Bankers position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,000 Cullen/Frost Bankers shares in Q3 2017, an estimated $282K.
  • Yorktown Management & Research Company first reported a position in Cullen/Frost Bankers in Q3 2016 and held it in 4 quarters.
  • Yorktown Management & Research Company's Cullen/Frost Bankers position peaked at $282K in Q2 2017.
  • 304 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.