Luther King Capital Management (LKCM)
CUBI icon

Luther King Capital Management (LKCM)’s Customers Bancorp CUBI Stock Holding History

Luther King Capital Management (LKCM)’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
2015
Q4 		– Sell
-8,000
Closed -$206K – 527
2015
Q3 		$206K Buy
+8,000
New +$203K ﹤0.01% 502

Other funds holding CUBI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CUBI Position: Q4 2015 in Review

Luther King Capital Management (LKCM) sold out of Customers Bancorp (CUBI) in Q4 2015, closing a stake of 8,000 shares — an estimated $206K sold.

Luther King Capital Management (LKCM) first reported a position in CUBI in Q3 2015 and held it in 1 quarter. The position peaked at $206K in Q3 2015. 138 funds tracked by Wall St. Rank hold CUBI as of Q4 2015.

  • Luther King Capital Management (LKCM) reported no remaining Customers Bancorp position as of Q4 2015 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 8,000 Customers Bancorp shares in Q4 2015, an estimated $206K.
  • Luther King Capital Management (LKCM) first reported a position in Customers Bancorp in Q3 2015 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Customers Bancorp position peaked at $206K in Q3 2015.
  • 138 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2015.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2015, filed 11 Feb 2016.