Clean Yield Group’s Customers Bancorp CUBI Stock Holding History

Clean Yield 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
2019 Q2	–	Sell	-140	Closed	-$3K	–	339
2019 Q1	$3K	Sell	140 -14,042	-99%	-$280K	﹤0.01%	290
2018 Q4	$258K	Sell	14,182 -9,391	-40%	-$188K	0.11%	118
2018 Q3	$555K	Sell	23,573 -36,097	-60%	-$936K	0.22%	88
2018 Q2	$1.69M	Buy	59,670 +3,205	+6%	+$95.7K	0.7%	53
2018 Q1	$1.65M	Buy	56,465 +3,970	+8%	+$119K	0.7%	51
2017 Q4	$1.36M	Sell	52,495 -14,855	-22%	-$422K	0.54%	62
2017 Q3	$2.2M	Buy	+67,350	New	+$1.94M	0.9%	41

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's CUBI Position: Q2 2019 in Review

Clean Yield Group sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 140 shares — an estimated $3K sold.

Clean Yield Group first reported a position in CUBI in Q3 2017 and held it in 7 quarters. The position peaked at $2.2M in Q3 2017. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

Clean Yield Group reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
Clean Yield Group sold 140 Customers Bancorp shares in Q2 2019, an estimated $3K.
Clean Yield Group first reported a position in Customers Bancorp in Q3 2017 and held it in 7 quarters.
Clean Yield Group's Customers Bancorp position peaked at $2.2M in Q3 2017.
151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on Clean Yield Group's 13F filing for Q2 2019, filed 22 Jul 2019.