Global Alpha Capital Management’s Customers Bancorp CUBI Stock Holding History

Global Alpha Capital 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	-144,950	Closed	-$3.77M	–	36
2017 Q4	$3.77M	Sell	144,950 -50,300	-26%	-$1.43M	1.47%	30
2017 Q3	$6.37M	Sell	195,250 -6,500	-3%	-$188K	2.67%	19
2017 Q2	$5.71M	Buy	201,750 +18,050	+10%	+$533K	2.63%	20
2017 Q1	$5.79M	Buy	183,700 +17,000	+10%	+$578K	3.04%	15
2016 Q4	$5.97M	Sell	166,700 -10,200	-6%	-$301K	3.45%	11
2016 Q3	$4.45M	Sell	176,900 -17,000	-9%	-$439K	2.66%	16
2016 Q2	$4.87M	Buy	193,900 +34,500	+22%	+$878K	3.18%	11
2016 Q1	$3.77M	Sell	159,400 -200	-0.1%	-$4.78K	2.84%	20
2015 Q4	$4.34M	Hold	159,600	–	–	3.22%	12
2015 Q3	$4.1M	Buy	159,600 +40,600	+34%	+$1.03M	3.28%	16
2015 Q2	$3.2M	Buy	+119,000	New	+$3.04M	2.58%	20

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

Global Alpha Capital Management's CUBI Position: Q1 2018 in Review

Global Alpha Capital Management sold out of Customers Bancorp (CUBI) in Q1 2018, closing a stake of 144,950 shares — an estimated $3.77M sold.

Global Alpha Capital Management first reported a position in CUBI in Q2 2015 and held it in 11 quarters. The position peaked at $6.37M in Q3 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2018.

Global Alpha Capital Management reported no remaining Customers Bancorp position as of Q1 2018 after selling out during the quarter.
Global Alpha Capital Management sold 144,950 Customers Bancorp shares in Q1 2018, an estimated $3.77M.
Global Alpha Capital Management first reported a position in Customers Bancorp in Q2 2015 and held it in 11 quarters.
Global Alpha Capital Management's Customers Bancorp position peaked at $6.37M in Q3 2017.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2018.

Based on Global Alpha Capital Management's 13F filing for Q1 2018, filed 15 May 2018.