Evercore Wealth Management’s Customers Bancorp CUBI Stock Holding History

Evercore Wealth 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 Q1	–	Sell	-3,200	Closed	-$83K	–	442
2017 Q4	$83K	Sell	3,200 -100	-3%	-$2.84K	﹤0.01%	499
2017 Q3	$108K	Hold	3,300	–	–	﹤0.01%	450
2017 Q2	$93K	Hold	3,300	–	–	﹤0.01%	476
2017 Q1	$104K	Hold	3,300	–	–	﹤0.01%	474
2016 Q4	$118K	Hold	3,300	–	–	﹤0.01%	460
2016 Q3	$83K	Hold	3,300	–	–	﹤0.01%	510
2016 Q2	$83K	Hold	3,300	–	–	﹤0.01%	491
2016 Q1	$78K	Hold	3,300	–	–	﹤0.01%	498
2015 Q4	$90K	Hold	3,300	–	–	﹤0.01%	489
2015 Q3	$85K	Hold	3,300	–	–	﹤0.01%	505
2015 Q2	$89K	Hold	3,300	–	–	﹤0.01%	543
2015 Q1	$80K	Hold	3,300	–	–	﹤0.01%	563
2014 Q4	$64K	Hold	3,300	–	–	﹤0.01%	528
2014 Q3	$59K	Hold	3,300	–	–	﹤0.01%	588
2014 Q2	$66K	Hold	3,300	–	–	﹤0.01%	572
2014 Q1	$63K	Buy	+3,300	New	+$60.2K	﹤0.01%	561

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's CUBI Position: Q1 2018 in Review

Evercore Wealth Management sold out of Customers Bancorp (CUBI) in Q1 2018, closing a stake of 3,200 shares — an estimated $83K sold.

Evercore Wealth Management first reported a position in CUBI in Q1 2014 and held it in 16 quarters. The position peaked at $118K in Q4 2016. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2018.

Evercore Wealth Management reported no remaining Customers Bancorp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,200 Customers Bancorp shares in Q1 2018, an estimated $83K.
Evercore Wealth Management first reported a position in Customers Bancorp in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Customers Bancorp position peaked at $118K in Q4 2016.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.