BA
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Boston Advisors’s Customers Bancorp CUBI Stock Holding History

Boston 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
2018
Q3 		– Sell
-217,857
Closed -$6.18M – 643
2018
Q2 		$6.18M Buy
217,857
+170
+0.1% +$5.08K 0.15% 145
2018
Q1 		$6.35M Buy
217,687
+7,067
+3% +$212K 0.16% 133
2017
Q4 		$5.47M Sell
210,620
-2,480
-1% -$70.4K 0.12% 199
2017
Q3 		$6.95M Sell
213,100
-7,890
-4% -$228K 0.16% 161
2017
Q2 		$6.25M Buy
220,990
+14,795
+7% +$437K 0.14% 181
2017
Q1 		$6.5M Sell
206,195
-7,420
-3% -$252K 0.15% 176
2016
Q4 		$7.65M Sell
213,615
-19,010
-8% -$562K 0.18% 158
2016
Q3 		$5.85M Sell
232,625
-27,065
-10% -$700K 0.14% 171
2016
Q2 		$6.53M Buy
+259,690
New +$6.61M 0.16% 164

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Advisors's CUBI Position: Q3 2018 in Review

Boston Advisors sold out of Customers Bancorp (CUBI) in Q3 2018, closing a stake of 217,857 shares — an estimated $6.18M sold.

Boston Advisors first reported a position in CUBI in Q2 2016 and held it in 9 quarters. The position peaked at $7.65M in Q4 2016. 159 funds tracked by Wall St. Rank hold CUBI as of Q3 2018.

  • Boston Advisors reported no remaining Customers Bancorp position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 217,857 Customers Bancorp shares in Q3 2018, an estimated $6.18M.
  • Boston Advisors first reported a position in Customers Bancorp in Q2 2016 and held it in 9 quarters.
  • Boston Advisors's Customers Bancorp position peaked at $7.65M in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.