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Bellwether Investment Group’s Customers Bancorp CUBI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-200
Closed -$6K – 193
2017
Q1 		$6K Hold
200
– – 0.02% 585
2016
Q4 		$7K Buy
+200
New +$5.91K 0.01% 720
2016
Q2 		$5K Buy
+200
New +$5.09K 0.01% 492

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bellwether Investment Group's CUBI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Customers Bancorp (CUBI) in Q2 2017, closing a stake of 200 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in CUBI in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 179 funds tracked by Wall St. Rank hold CUBI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Customers Bancorp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 200 Customers Bancorp shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Customers Bancorp in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Customers Bancorp position peaked at $7K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.