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Ancora Advisors’s Customers Bancorp CUBI Stock Holding History

Ancora Advisors’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-38,613
Closed -$919K – 1433
2019
Q4 		$919K Buy
38,613
+11,230
+41% +$258K 0.03% 378
2019
Q3 		$568K Buy
27,383
+4,785
+21% +$94.9K 0.02% 435
2019
Q2 		$475K Buy
22,598
+10,502
+87% +$219K 0.02% 433
2019
Q1 		$221K Buy
+12,096
New +$241K 0.01% 547

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Ancora Advisors's CUBI Position: Q1 2020 in Review

Ancora Advisors sold out of Customers Bancorp (CUBI) in Q1 2020, closing a stake of 38,613 shares — an estimated $919K sold.

Ancora Advisors first reported a position in CUBI in Q1 2019 and held it in 4 quarters. The position peaked at $919K in Q4 2019. 143 funds tracked by Wall St. Rank hold CUBI as of Q1 2020.

  • Ancora Advisors reported no remaining Customers Bancorp position as of Q1 2020 after selling out during the quarter.
  • Ancora Advisors sold 38,613 Customers Bancorp shares in Q1 2020, an estimated $919K.
  • Ancora Advisors first reported a position in Customers Bancorp in Q1 2019 and held it in 4 quarters.
  • Ancora Advisors's Customers Bancorp position peaked at $919K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2020.

Based on Ancora Advisors's 13F filing for Q1 2020, filed 14 May 2020.