JOYN Advisors’s Customers Bancorp CUBI Stock Holding History

JOYN 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
2019 Q1	–	Sell	-746	Closed	-$14K	–	402
2018 Q4	$14K	Buy	746 +455	+156%	+$9.1K	﹤0.01%	816
2018 Q3	$7K	Buy	291 +235	+420%	+$6.09K	﹤0.01%	1067
2018 Q2	$2K	Buy	56 +50	+833%	+$1.49K	﹤0.01%	1400
2018 Q1	$0	Buy	+6	New	+$180	﹤0.01%	1333

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

JOYN Advisors's CUBI Position: Q1 2019 in Review

JOYN Advisors sold out of Customers Bancorp (CUBI) in Q1 2019, closing a stake of 746 shares — an estimated $14K sold.

JOYN Advisors first reported a position in CUBI in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2018. 155 funds tracked by Wall St. Rank hold CUBI as of Q1 2019.

JOYN Advisors reported no remaining Customers Bancorp position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 746 Customers Bancorp shares in Q1 2019, an estimated $14K.
JOYN Advisors first reported a position in Customers Bancorp in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Customers Bancorp position peaked at $14K in Q4 2018.
155 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.