BCA
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Bray Capital Advisors’s Customers Bancorp CUBI Stock Holding History

Bray Capital 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
2019
Q4 		– Sell
-164
Closed -$3K – 276
2019
Q3 		$3K Hold
164
– – ﹤0.01% 319
2019
Q2 		$3K Buy
164
+80
+95% +$1.67K ﹤0.01% 331
2019
Q1 		$2K Buy
+84
New +$1.68K ﹤0.01% 338

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Bray Capital Advisors's CUBI Position: Q4 2019 in Review

Bray Capital Advisors sold out of Customers Bancorp (CUBI) in Q4 2019, closing a stake of 164 shares — an estimated $3K sold.

Bray Capital Advisors first reported a position in CUBI in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 155 funds tracked by Wall St. Rank hold CUBI as of Q4 2019.

  • Bray Capital Advisors reported no remaining Customers Bancorp position as of Q4 2019 after selling out during the quarter.
  • Bray Capital Advisors sold 164 Customers Bancorp shares in Q4 2019, an estimated $3K.
  • Bray Capital Advisors first reported a position in Customers Bancorp in Q1 2019 and held it in 3 quarters.
  • Bray Capital Advisors's Customers Bancorp position peaked at $3K in Q3 2019.
  • 155 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2019.

Based on Bray Capital Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.