EWM
Evercore Wealth Management’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,200
| Closed | -$83K | – | 442 |
|
|
2017
Q4 | $83K | Sell |
3,200
-100
| -3% | -$2.59K | ﹤0.01% | 498 |
|
|
2017
Q3 | $108K | Hold |
3,300
| – | – | ﹤0.01% | 450 |
|
|
2017
Q2 | $93K | Hold |
3,300
| – | – | ﹤0.01% | 474 |
|
|
2017
Q1 | $104K | Hold |
3,300
| – | – | ﹤0.01% | 473 |
|
|
2016
Q4 | $118K | Hold |
3,300
| – | – | ﹤0.01% | 459 |
|
|
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 | Buy |
3,300
+300
| +10% | +$6K | ﹤0.01% | 572 |
|
|
2014
Q1 | $63K | Buy |
+3,000
| New | +$63K | ﹤0.01% | 561 |
|