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IndexIQ Advisors’s Customers Bancorp CUBI Stock Holding History

IndexIQ Advisors’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
2021
Q1 		– Sell
-19,163
Closed -$348K – 1174
2020
Q4 		$348K Buy
19,163
+1,979
+12% +$31.4K 0.01% 566
2020
Q3 		$192K Buy
17,184
+933
+6% +$11.1K 0.01% 668
2020
Q2 		$195K Sell
16,251
-1,930
-11% -$21.5K 0.01% 604
2020
Q1 		$199K Buy
+18,181
New +$352K 0.01% 306
2019
Q1 		– Sell
-72,106
Closed -$1.31M – 597
2018
Q4 		$1.31M Sell
72,106
-5,878
-8% -$118K 0.04% 370
2018
Q3 		$1.83M Buy
77,984
+2,945
+4% +$76.3K 0.06% 365
2018
Q2 		$2.13M Buy
75,039
+6,909
+10% +$206K 0.07% 328
2018
Q1 		$1.99M Buy
+68,130
New +$2.05M 0.06% 372

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IndexIQ Advisors's CUBI Position: Q1 2021 in Review

IndexIQ Advisors sold out of Customers Bancorp (CUBI) in Q1 2021, closing a stake of 19,163 shares — an estimated $348K sold.

IndexIQ Advisors first reported a position in CUBI in Q1 2018 and held it in 8 quarters. The position peaked at $2.13M in Q2 2018. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2021.

  • IndexIQ Advisors reported no remaining Customers Bancorp position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 19,163 Customers Bancorp shares in Q1 2021, an estimated $348K.
  • IndexIQ Advisors first reported a position in Customers Bancorp in Q1 2018 and held it in 8 quarters.
  • IndexIQ Advisors's Customers Bancorp position peaked at $2.13M in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.