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Legacy Financial Advisors’s Customers Bancorp CUBI Stock Holding History

Legacy Financial 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
2018
Q1 		– Sell
-4,537
Closed -$117K – 836
2017
Q4 		$117K Buy
+4,537
New +$129K 0.05% 165

Other funds holding CUBI

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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
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Advisors's CUBI Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Customers Bancorp (CUBI) in Q1 2018, closing a stake of 4,537 shares — an estimated $117K sold.

Legacy Financial Advisors first reported a position in CUBI in Q4 2017 and held it in 1 quarter. The position peaked at $117K in Q4 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Customers Bancorp position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,537 Customers Bancorp shares in Q1 2018, an estimated $117K.
  • Legacy Financial Advisors first reported a position in Customers Bancorp in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Customers Bancorp position peaked at $117K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.