LPC
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Loeb Partners Corp’s Customers Bancorp CUBI Stock Holding History

Loeb Partners Corp’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
2014
Q3 		– Sell
-32,550
Closed -$651K – 169
2014
Q2 		$651K Buy
32,550
+21,550
+196% +$426K 0.2% 104
2014
Q1 		$209K Buy
+11,000
New +$201K 0.07% 163

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Loeb Partners Corp's CUBI Position: Q3 2014 in Review

Loeb Partners Corp sold out of Customers Bancorp (CUBI) in Q3 2014, closing a stake of 32,550 shares — an estimated $651K sold.

Loeb Partners Corp first reported a position in CUBI in Q1 2014 and held it in 2 quarters. The position peaked at $651K in Q2 2014. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • Loeb Partners Corp reported no remaining Customers Bancorp position as of Q3 2014 after selling out during the quarter.
  • Loeb Partners Corp sold 32,550 Customers Bancorp shares in Q3 2014, an estimated $651K.
  • Loeb Partners Corp first reported a position in Customers Bancorp in Q1 2014 and held it in 2 quarters.
  • Loeb Partners Corp's Customers Bancorp position peaked at $651K in Q2 2014.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on Loeb Partners Corp's 13F filing for Q3 2014, filed 12 Nov 2014.