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Denver Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Denver Investment 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
2017
Q1 		– Sell
-19,490
Closed -$698K – 468
2016
Q4 		$698K Buy
+19,490
New +$576K 0.03% 293

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Denver Investment Advisors's CUBI Position: Q1 2017 in Review

Denver Investment Advisors sold out of Customers Bancorp (CUBI) in Q1 2017, closing a stake of 19,490 shares — an estimated $698K sold.

Denver Investment Advisors first reported a position in CUBI in Q4 2016 and held it in 1 quarter. The position peaked at $698K in Q4 2016. 171 funds tracked by Wall St. Rank hold CUBI as of Q1 2017.

  • Denver Investment Advisors reported no remaining Customers Bancorp position as of Q1 2017 after selling out during the quarter.
  • Denver Investment Advisors sold 19,490 Customers Bancorp shares in Q1 2017, an estimated $698K.
  • Denver Investment Advisors first reported a position in Customers Bancorp in Q4 2016 and held it in 1 quarter.
  • Denver Investment Advisors's Customers Bancorp position peaked at $698K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2017.

Based on Denver Investment Advisors's 13F filing for Q1 2017, filed 5 May 2017.