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Gupta Wealth Management’s Customers Bancorp CUBI Stock Holding History

Gupta 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
2016
Q1 		$36K Hold
1,543
– – 0.01% 506
2015
Q4 		$42K Hold
1,543
– – 0.01% 461
2015
Q3 		$40K Hold
1,543
– – 0.01% 492
2015
Q2 		$41K Hold
1,543
– – 0.01% 509
2015
Q1 		$38K Buy
+1,543
New +$33.3K 0.01% 448

Other funds holding CUBI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's CUBI Position: Q1 2016 in Review

Gupta Wealth Management held its Customers Bancorp (CUBI) position steady in Q1 2016 at 1,543 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #506.

Gupta Wealth Management first reported a position in CUBI in Q1 2015 and has held it in 5 quarters since. The position peaked at $42K in Q4 2015. 146 funds tracked by Wall St. Rank hold CUBI as of Q1 2016.

  • Gupta Wealth Management held 1,543 shares of Customers Bancorp worth $36K as of Q1 2016.
  • Gupta Wealth Management left its Customers Bancorp share count unchanged in Q1 2016.
  • Customers Bancorp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #506 holding.
  • Gupta Wealth Management first reported a position in Customers Bancorp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Customers Bancorp position peaked at $42K in Q4 2015.
  • 146 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.