FGC
CUBI icon

Financial Gravity Companies’s Customers Bancorp CUBI Stock Holding History

Financial Gravity Companies’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
Q4 		$127K Buy
+6,381
New +$128K 0.12% 179

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Financial Gravity Companies's CUBI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Customers Bancorp (CUBI) in Q4 2018: 6,381 shares worth $127K. The stake represents 0.12% of the portfolio and ranks #179 among its holdings.

162 funds tracked by Wall St. Rank hold CUBI as of Q4 2018.

  • Financial Gravity Companies held 6,381 shares of Customers Bancorp worth $127K as of Q4 2018.
  • Customers Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • Customers Bancorp made up 0.12% of Financial Gravity Companies's portfolio in Q4 2018, its #179 holding.
  • 162 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.