LS Investment Advisors’s Customers Bancorp CUBI Stock Holding History

LS Investment 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
2020 Q3	–	Sell	-861	Closed	-$10K	–	955
2020 Q2	$10K	Hold	861	–	–	﹤0.01%	1523
2020 Q1	$9K	Hold	861	–	–	﹤0.01%	1560
2019 Q4	$21K	Hold	861	–	–	﹤0.01%	1530
2019 Q3	$18K	Hold	861	–	–	﹤0.01%	1554
2019 Q2	$18K	Hold	861	–	–	﹤0.01%	1556
2019 Q1	$16K	Hold	861	–	–	﹤0.01%	1553
2018 Q4	$16K	Hold	861	–	–	﹤0.01%	1533
2018 Q3	$20K	Hold	861	–	–	﹤0.01%	1576
2018 Q2	$24K	Hold	861	–	–	﹤0.01%	1533
2018 Q1	$25K	Buy	861 +84	+11%	+$2.52K	﹤0.01%	1499
2017 Q4	$20K	Sell	777 -2,619	-77%	-$74.3K	﹤0.01%	1565
2017 Q3	$111K	Buy	3,396 +726	+27%	+$20.9K	0.01%	1122
2017 Q2	$76K	Hold	2,670	–	–	﹤0.01%	1226
2017 Q1	$84K	Buy	2,670 +1,720	+181%	+$58.5K	0.01%	1176
2016 Q4	$34K	Hold	950	–	–	﹤0.01%	1396
2016 Q3	$24K	Hold	950	–	–	﹤0.01%	1463
2016 Q2	$24K	Buy	+950	New	+$24.2K	﹤0.01%	1447

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 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

LS Investment Advisors's CUBI Position: Q3 2020 in Review

LS Investment Advisors sold out of Customers Bancorp (CUBI) in Q3 2020, closing a stake of 861 shares — an estimated $10K sold.

LS Investment Advisors first reported a position in CUBI in Q2 2016 and held it in 17 quarters. The position peaked at $111K in Q3 2017. 139 funds tracked by Wall St. Rank hold CUBI as of Q3 2020.

LS Investment Advisors reported no remaining Customers Bancorp position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 861 Customers Bancorp shares in Q3 2020, an estimated $10K.
LS Investment Advisors first reported a position in Customers Bancorp in Q2 2016 and held it in 17 quarters.
LS Investment Advisors's Customers Bancorp position peaked at $111K in Q3 2017.
139 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.