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Herndon Capital Management’s Customers Bancorp CUBI Stock Holding History

Herndon 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
2017
Q2 		$9K Buy
+319
New +$9.43K ﹤0.01% 137

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Herndon Capital Management's CUBI Position: Q2 2017 in Review

Herndon Capital Management opened a new position in Customers Bancorp (CUBI) in Q2 2017: 319 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings.

179 funds tracked by Wall St. Rank hold CUBI as of Q2 2017.

  • Herndon Capital Management held 319 shares of Customers Bancorp worth $9K as of Q2 2017.
  • Customers Bancorp was a new Herndon Capital Management position in Q2 2017.
  • Customers Bancorp made up ﹤0.01% of Herndon Capital Management's portfolio in Q2 2017, its #137 holding.
  • 179 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2017.

Based on Herndon Capital Management's 13F filing for Q2 2017, filed 4 Aug 2017.