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Buckhead Capital Management’s Customers Bancorp CUBI Stock Holding History

Buckhead Capital 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
2018
Q2 		– Sell
-14,415
Closed -$420K – 103
2018
Q1 		$420K Hold
14,415
– – 0.09% 144
2017
Q4 		$375K Hold
14,415
– – 0.08% 145
2017
Q3 		$470K Hold
14,415
– – 0.1% 139
2017
Q2 		$408K Buy
+14,415
New +$426K 0.07% 145

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckhead Capital Management's CUBI Position: Q2 2018 in Review

Buckhead Capital Management sold out of Customers Bancorp (CUBI) in Q2 2018, closing a stake of 14,415 shares — an estimated $420K sold.

Buckhead Capital Management first reported a position in CUBI in Q2 2017 and held it in 4 quarters. The position peaked at $470K in Q3 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q2 2018.

  • Buckhead Capital Management reported no remaining Customers Bancorp position as of Q2 2018 after selling out during the quarter.
  • Buckhead Capital Management sold 14,415 Customers Bancorp shares in Q2 2018, an estimated $420K.
  • Buckhead Capital Management first reported a position in Customers Bancorp in Q2 2017 and held it in 4 quarters.
  • Buckhead Capital Management's Customers Bancorp position peaked at $470K in Q3 2017.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2018.

Based on Buckhead Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.