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Howe & Rusling’s Customers Bancorp CUBI Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-80
Closed -$2K – 844
2018
Q1 		$2K Hold
80
– – ﹤0.01% 767
2017
Q4 		$2K Hold
80
– – ﹤0.01% 703
2017
Q3 		$3K Hold
80
– – ﹤0.01% 659
2017
Q2 		$2K Buy
+80
New +$2.36K ﹤0.01% 799

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
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's CUBI Position: Q2 2018 in Review

Howe & Rusling sold out of Customers Bancorp (CUBI) in Q2 2018, closing a stake of 80 shares — an estimated $2K sold.

Howe & Rusling first reported a position in CUBI in Q2 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q2 2018.

  • Howe & Rusling reported no remaining Customers Bancorp position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 80 Customers Bancorp shares in Q2 2018, an estimated $2K.
  • Howe & Rusling first reported a position in Customers Bancorp in Q2 2017 and held it in 4 quarters.
  • Howe & Rusling's Customers Bancorp position peaked at $3K in Q3 2017.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.