KCM Investment Advisors’s Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C CUBI.PRC Stock Holding History

KCM Investment Advisors’s Portfolio CUBI.PRC Stock Details CUBI.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,944	Closed	-$272K	–	386
2018 Q4	$272K	Buy	10,944 +172	+2%	+$4.39K	0.02%	423
2018 Q3	$280K	Buy	10,772 +2,511	+30%	+$65.9K	0.02%	446
2018 Q2	$217K	Sell	8,261 -890	-10%	-$23.5K	0.01%	492
2018 Q1	$241K	Sell	9,151 -489	-5%	-$13K	0.01%	473
2017 Q4	$256K	Buy	9,640 +1,310	+16%	+$35.1K	0.02%	463
2017 Q3	$224K	Buy	+8,330	New	+$225K	0.01%	486

KCM Investment Advisors's CUBI.PRC Position: Q1 2019 in Review

KCM Investment Advisors sold out of Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C (CUBI.PRC) in Q1 2019, closing a stake of 10,944 shares — an estimated $272K sold.

KCM Investment Advisors first reported a position in CUBI.PRC in Q3 2017 and held it in 6 quarters. The position peaked at $280K in Q3 2018. 0 funds tracked by Wall St. Rank hold CUBI.PRC as of Q1 2019.

KCM Investment Advisors reported no remaining Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 10,944 Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C shares in Q1 2019, an estimated $272K.
KCM Investment Advisors first reported a position in Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C in Q3 2017 and held it in 6 quarters.
KCM Investment Advisors's Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C position peaked at $280K in Q3 2018.
0 funds tracked by Wall St. Rank held Customers Bancorp, Inc. Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.