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Institutional & Family Asset Management’s Customers Bancorp CUBI Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-534
Closed -$13K – 828
2019
Q4 		$13K Buy
+534
New +$12.3K ﹤0.01% 478

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Institutional & Family Asset Management's CUBI Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Customers Bancorp (CUBI) in Q1 2020, closing a stake of 534 shares — an estimated $13K sold.

Institutional & Family Asset Management first reported a position in CUBI in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 143 funds tracked by Wall St. Rank hold CUBI as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Customers Bancorp position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 534 Customers Bancorp shares in Q1 2020, an estimated $13K.
  • Institutional & Family Asset Management first reported a position in Customers Bancorp in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Customers Bancorp position peaked at $13K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.