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Crow Point Partners’s Customers Bancorp CUBI Stock Holding History

Crow Point Partners’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
2014
Q3 		– Sell
-47,000
Closed -$981K – 261
2014
Q2 		$981K Sell
47,000
-4,700
-9% -$92.9K 0.13% 102
2014
Q1 		$981K Buy
+51,700
New +$943K 0.13% 102

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Crow Point Partners's CUBI Position: Q3 2014 in Review

Crow Point Partners sold out of Customers Bancorp (CUBI) in Q3 2014, closing a stake of 47,000 shares — an estimated $981K sold.

Crow Point Partners first reported a position in CUBI in Q1 2014 and held it in 2 quarters. The position peaked at $981K in Q2 2014. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • Crow Point Partners reported no remaining Customers Bancorp position as of Q3 2014 after selling out during the quarter.
  • Crow Point Partners sold 47,000 Customers Bancorp shares in Q3 2014, an estimated $981K.
  • Crow Point Partners first reported a position in Customers Bancorp in Q1 2014 and held it in 2 quarters.
  • Crow Point Partners's Customers Bancorp position peaked at $981K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on Crow Point Partners's 13F filing for Q3 2014, filed 20 Nov 2014.