Loomis, Sayles & Company
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Loomis, Sayles & Company’s Customers Bancorp CUBI Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-652
Closed -$15K – 854
2018
Q3 		$15K Hold
652
– – ﹤0.01% 768
2018
Q2 		$19K Buy
652
+341
+110% +$10.2K ﹤0.01% 770
2018
Q1 		$9K Buy
+311
New +$9.34K ﹤0.01% 812

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State Street
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BCM
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AFG
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Loomis, Sayles & Company's CUBI Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of Customers Bancorp (CUBI) in Q4 2018, closing a stake of 652 shares — an estimated $15K sold.

Loomis, Sayles & Company first reported a position in CUBI in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 162 funds tracked by Wall St. Rank hold CUBI as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining Customers Bancorp position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 652 Customers Bancorp shares in Q4 2018, an estimated $15K.
  • Loomis, Sayles & Company first reported a position in Customers Bancorp in Q1 2018 and held it in 3 quarters.
  • Loomis, Sayles & Company's Customers Bancorp position peaked at $19K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.