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GW&K Investment Management’s Customers Bancorp CUBI Stock Holding History

GW&K Investment 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
Q4 		– Sell
-9,162
Closed -$216K – 288
2018
Q3 		$216K Buy
9,162
+192
+2% +$4.98K ﹤0.01% 284
2018
Q2 		$255K Buy
8,970
+615
+7% +$18.4K ﹤0.01% 282
2018
Q1 		$244K Buy
+8,355
New +$251K ﹤0.01% 273

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

GW&K Investment Management's CUBI Position: Q4 2018 in Review

GW&K Investment Management sold out of Customers Bancorp (CUBI) in Q4 2018, closing a stake of 9,162 shares — an estimated $216K sold.

GW&K Investment Management first reported a position in CUBI in Q1 2018 and held it in 3 quarters. The position peaked at $255K in Q2 2018. 162 funds tracked by Wall St. Rank hold CUBI as of Q4 2018.

  • GW&K Investment Management reported no remaining Customers Bancorp position as of Q4 2018 after selling out during the quarter.
  • GW&K Investment Management sold 9,162 Customers Bancorp shares in Q4 2018, an estimated $216K.
  • GW&K Investment Management first reported a position in Customers Bancorp in Q1 2018 and held it in 3 quarters.
  • GW&K Investment Management's Customers Bancorp position peaked at $255K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2018.

Based on GW&K Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.