KJHP
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K.J. Harrison & Partners’s Customers Bancorp CUBI Stock Holding History

K.J. Harrison & Partners’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
Q1 		– Sell
-9,902
Closed -$355K – 178
2016
Q4 		$355K Buy
+9,902
New +$293K 0.14% 170

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

K.J. Harrison & Partners's CUBI Position: Q1 2017 in Review

K.J. Harrison & Partners sold out of Customers Bancorp (CUBI) in Q1 2017, closing a stake of 9,902 shares — an estimated $355K sold.

K.J. Harrison & Partners first reported a position in CUBI in Q4 2016 and held it in 1 quarter. The position peaked at $355K in Q4 2016. 171 funds tracked by Wall St. Rank hold CUBI as of Q1 2017.

  • K.J. Harrison & Partners reported no remaining Customers Bancorp position as of Q1 2017 after selling out during the quarter.
  • K.J. Harrison & Partners sold 9,902 Customers Bancorp shares in Q1 2017, an estimated $355K.
  • K.J. Harrison & Partners first reported a position in Customers Bancorp in Q4 2016 and held it in 1 quarter.
  • K.J. Harrison & Partners's Customers Bancorp position peaked at $355K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2017.

Based on K.J. Harrison & Partners's 13F filing for Q1 2017, filed 26 Apr 2017.