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Kavar Capital Partners Group’s Customers Bancorp CUBI Stock Holding History

Kavar Capital Partners Group’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
2016
Q1 		– Sell
-55
Closed -$1K – 154
2015
Q4 		$1K Buy
+55
New +$1.53K ﹤0.01% 386

Other funds holding CUBI

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kavar Capital Partners Group's CUBI Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Customers Bancorp (CUBI) in Q1 2016, closing a stake of 55 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in CUBI in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 146 funds tracked by Wall St. Rank hold CUBI as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Customers Bancorp position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 55 Customers Bancorp shares in Q1 2016, an estimated $1K.
  • Kavar Capital Partners Group first reported a position in Customers Bancorp in Q4 2015 and held it in 1 quarter.
  • Kavar Capital Partners Group's Customers Bancorp position peaked at $1K in Q4 2015.
  • 146 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.