Baird’s Customers Bancorp CUBI Stock Holding History

Baird’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
2015 Q1	$674K	Hold	27,687	–	–	0.01%	864
2014 Q4	$539K	Buy	+27,687	New	+$513K	0.01%	913

Other funds holding CUBI

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird's CUBI Position: Q1 2015 in Review

Baird held its Customers Bancorp (CUBI) position steady in Q1 2015 at 27,687 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #864.

Baird first reported a position in CUBI in Q4 2014 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold CUBI as of Q1 2015.

Baird held 27,687 shares of Customers Bancorp worth $674K as of Q1 2015.
Baird left its Customers Bancorp share count unchanged in Q1 2015.
Customers Bancorp made up 0.01% of Baird's portfolio in Q1 2015, its #864 holding.
Baird first reported a position in Customers Bancorp in Q4 2014 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.