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Edmunds White Partners’s Customers Bancorp CUBI Stock Holding History

Edmunds White 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 		$1.62M Sell
90,167
-94,659
-51% -$1.79M 2.34% 16
2014
Q2 		$3.7M Buy
184,826
+83,865
+83% +$1.66M 6.25% 3
2014
Q1 		$1.92M Buy
100,961
+6,361
+7% +$116K 2.62% 16
2013
Q4 		$1.75M Buy
+94,600
New +$1.51M 2.41% 14

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 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 $3.16B AUM 109.58% 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 $1.9T AUM 41.92% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Edmunds White Partners's CUBI Position: Q3 2014 in Review

Edmunds White Partners reduced its Customers Bancorp (CUBI) stake by 51% in Q3 2014, selling an estimated $1.79M and leaving 90,167 shares worth $1.62M. The position accounts for 2.34% of the portfolio, ranked #16.

Edmunds White Partners first reported a position in CUBI in Q4 2013 and has held it in 4 quarters since. The position peaked at $3.7M in Q2 2014. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • Edmunds White Partners held 90,167 shares of Customers Bancorp worth $1.62M as of Q3 2014.
  • Edmunds White Partners sold 94,659 Customers Bancorp shares in Q3 2014, an estimated $1.79M.
  • Customers Bancorp made up 2.34% of Edmunds White Partners's portfolio in Q3 2014, its #16 holding.
  • Edmunds White Partners first reported a position in Customers Bancorp in Q4 2013 and has held it in 4 quarters since.
  • Edmunds White Partners's Customers Bancorp position peaked at $3.7M in Q2 2014.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.