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Legacy Advisors’s Customers Bancorp CUBI Stock Holding History

Legacy Advisors’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
Q2 		– Sell
-377,616
Closed -$6.91M – 372
2019
Q1 		$6.91M Buy
377,616
+188,808
+100% +$3.77M 2.24% 8
2018
Q4 		$3.44M Hold
188,808
– – 2.61% 10
2018
Q3 		$4.44M Hold
188,808
– – 2.19% 9
2018
Q2 		$5.36M Hold
188,808
– – 4% 4
2018
Q1 		$5.52M Hold
188,808
– – 4.07% 3
2017
Q4 		$4.91M Hold
188,808
– – 4.78% 4
2017
Q3 		$6.16M Hold
188,808
– – 6.86% 3
2017
Q2 		$5.34M Hold
188,808
– – 6.81% 4
2017
Q1 		$5.95M Buy
+188,808
New +$6.42M 8.04% 3

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Advisors's CUBI Position: Q2 2019 in Review

Legacy Advisors sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 377,616 shares — an estimated $6.91M sold.

Legacy Advisors first reported a position in CUBI in Q1 2017 and held it in 9 quarters. The position peaked at $6.91M in Q1 2019. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

  • Legacy Advisors reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 377,616 Customers Bancorp shares in Q2 2019, an estimated $6.91M.
  • Legacy Advisors first reported a position in Customers Bancorp in Q1 2017 and held it in 9 quarters.
  • Legacy Advisors's Customers Bancorp position peaked at $6.91M in Q1 2019.
  • 151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.