LC
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Lindbrook Capital’s Customers Bancorp CUBI Stock Holding History

Lindbrook Capital’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 		– Sell
-481
Closed -$10K – 1509
2019
Q3 		$10K Hold
481
– – ﹤0.01% 898
2019
Q2 		$10K Hold
481
– – ﹤0.01% 891
2019
Q1 		$8K Hold
481
– – ﹤0.01% 949
2018
Q4 		$8K Buy
+481
New +$9.63K ﹤0.01% 873

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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

Lindbrook Capital's CUBI Position: Q4 2019 in Review

Lindbrook Capital sold out of Customers Bancorp (CUBI) in Q4 2019, closing a stake of 481 shares — an estimated $10K sold.

Lindbrook Capital first reported a position in CUBI in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2019. 155 funds tracked by Wall St. Rank hold CUBI as of Q4 2019.

  • Lindbrook Capital reported no remaining Customers Bancorp position as of Q4 2019 after selling out during the quarter.
  • Lindbrook Capital sold 481 Customers Bancorp shares in Q4 2019, an estimated $10K.
  • Lindbrook Capital first reported a position in Customers Bancorp in Q4 2018 and held it in 4 quarters.
  • Lindbrook Capital's Customers Bancorp position peaked at $10K in Q3 2019.
  • 155 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2019.

Based on Lindbrook Capital's 13F filing for Q4 2019, filed 27 Jan 2020.