MAI
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Marble Arch Investments’s Customers Bancorp CUBI Stock Holding History

Marble Arch Investments’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
2013
Q4 		– Sell
-672,444
Closed -$9.84M – 23
2013
Q3 		$9.84M Buy
672,444
+365,199
+119% +$5.55M 0.8% 23
2013
Q2 		$4.54M Buy
+307,245
New +$4.77M 0.35% 25

Other funds holding CUBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $156M AUM 81.61% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Marble Arch Investments's CUBI Position: Q4 2013 in Review

Marble Arch Investments sold out of Customers Bancorp (CUBI) in Q4 2013, closing a stake of 672,444 shares — an estimated $9.84M sold.

Marble Arch Investments first reported a position in CUBI in Q2 2013 and held it in 2 quarters. The position peaked at $9.84M in Q3 2013. 84 funds tracked by Wall St. Rank hold CUBI as of Q4 2013.

  • Marble Arch Investments reported no remaining Customers Bancorp position as of Q4 2013 after selling out during the quarter.
  • Marble Arch Investments sold 672,444 Customers Bancorp shares in Q4 2013, an estimated $9.84M.
  • Marble Arch Investments first reported a position in Customers Bancorp in Q2 2013 and held it in 2 quarters.
  • Marble Arch Investments's Customers Bancorp position peaked at $9.84M in Q3 2013.
  • 84 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2013.

Based on Marble Arch Investments's 13F filing for Q4 2013, filed 14 Feb 2014.