BIM
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Bogle Investment Management’s Customers Bancorp CUBI Stock Holding History

Bogle Investment Management’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
2019
Q2 		– Sell
-38,376
Closed -$703K – 290
2019
Q1 		$703K Sell
38,376
-101,173
-72% -$2.02M 0.05% 223
2018
Q4 		$2.54M Buy
+139,549
New +$2.79M 0.2% 136

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogle Investment Management's CUBI Position: Q2 2019 in Review

Bogle Investment Management sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 38,376 shares — an estimated $703K sold.

Bogle Investment Management first reported a position in CUBI in Q4 2018 and held it in 2 quarters. The position peaked at $2.54M in Q4 2018. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

  • Bogle Investment Management reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
  • Bogle Investment Management sold 38,376 Customers Bancorp shares in Q2 2019, an estimated $703K.
  • Bogle Investment Management first reported a position in Customers Bancorp in Q4 2018 and held it in 2 quarters.
  • Bogle Investment Management's Customers Bancorp position peaked at $2.54M in Q4 2018.
  • 151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on Bogle Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.