KeyBank National Association
CUBI icon

KeyBank National Association’s Customers Bancorp CUBI Stock Holding History

KeyBank National Association’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
Q3 		– Sell
-7,626
Closed -$216K – 1105
2017
Q2 		$216K Hold
7,626
– – ﹤0.01% 1033
2017
Q1 		$240K Sell
7,626
-2,460
-24% -$83.6K ﹤0.01% 1036
2016
Q4 		$361K Buy
10,086
+318
+3% +$9.39K ﹤0.01% 909
2016
Q3 		$246K Hold
9,768
– – ﹤0.01% 1040
2016
Q2 		$245K Sell
9,768
-881
-8% -$22.4K ﹤0.01% 992
2016
Q1 		$252K Hold
10,649
– – ﹤0.01% 972
2015
Q4 		$290K Hold
10,649
– – ﹤0.01% 965
2015
Q3 		$274K Hold
10,649
– – ﹤0.01% 968
2015
Q2 		$286K Hold
10,649
– – ﹤0.01% 1025
2015
Q1 		$259K Buy
+10,649
New +$230K ﹤0.01% 1068

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

KeyBank National Association's CUBI Position: Q3 2017 in Review

KeyBank National Association sold out of Customers Bancorp (CUBI) in Q3 2017, closing a stake of 7,626 shares — an estimated $216K sold.

KeyBank National Association first reported a position in CUBI in Q1 2015 and held it in 10 quarters. The position peaked at $361K in Q4 2016. 182 funds tracked by Wall St. Rank hold CUBI as of Q3 2017.

  • KeyBank National Association reported no remaining Customers Bancorp position as of Q3 2017 after selling out during the quarter.
  • KeyBank National Association sold 7,626 Customers Bancorp shares in Q3 2017, an estimated $216K.
  • KeyBank National Association first reported a position in Customers Bancorp in Q1 2015 and held it in 10 quarters.
  • KeyBank National Association's Customers Bancorp position peaked at $361K in Q4 2016.
  • 182 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2017.

Based on KeyBank National Association's 13F filing for Q3 2017, filed 2 Nov 2017.