Ladenburg Thalmann Financial Services’s Customers Bancorp CUBI Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$36K	Sell	1,502 -106	-7%	-$2.44K	﹤0.01%	3754
2019 Q3	$33K	Hold	1,608	–	–	﹤0.01%	3708
2019 Q2	$34K	Buy	1,608 +106	+7%	+$2.21K	﹤0.01%	3717
2019 Q1	$28K	Hold	1,502	–	–	﹤0.01%	3791
2018 Q4	$27K	Hold	1,502	–	–	﹤0.01%	3685
2018 Q3	$35K	Sell	1,502 -100	-6%	-$2.59K	﹤0.01%	3542
2018 Q2	$47K	Hold	1,602	–	–	﹤0.01%	3294
2018 Q1	$47K	Buy	1,602 +100	+7%	+$3K	﹤0.01%	3294
2017 Q4	$39K	Hold	1,502	–	–	﹤0.01%	3386
2017 Q3	$49K	Buy	+1,502	New	+$43.3K	﹤0.01%	3100

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

M2MC

Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

TAM

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

Ladenburg Thalmann Financial Services's CUBI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Customers Bancorp (CUBI) stake by 6.6% in Q4 2019, selling an estimated $2.44K and leaving 1,502 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Ladenburg Thalmann Financial Services first reported a position in CUBI in Q3 2017 and has held it in 10 quarters since. The position peaked at $49K in Q3 2017. 155 funds tracked by Wall St. Rank hold CUBI as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,502 shares of Customers Bancorp worth $36K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 106 Customers Bancorp shares in Q4 2019, an estimated $2.44K.
Customers Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3754 holding.
Ladenburg Thalmann Financial Services first reported a position in Customers Bancorp in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Customers Bancorp position peaked at $49K in Q3 2017.
155 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.