McAdam LLC’s Customers Bancorp CUBI Stock Holding History

McAdam LLC’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	-28	Closed	-$1K	–	165
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	565
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	536
2018 Q1	$1K	Buy	+28	New	+$841	﹤0.01%	620

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $284M AUM 12.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

McAdam LLC's CUBI Position: Q4 2018 in Review

McAdam LLC sold out of Customers Bancorp (CUBI) in Q4 2018, closing a stake of 28 shares — an estimated $1K sold.

McAdam LLC first reported a position in CUBI in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 162 funds tracked by Wall St. Rank hold CUBI as of Q4 2018.

McAdam LLC reported no remaining Customers Bancorp position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 28 Customers Bancorp shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in Customers Bancorp in Q1 2018 and held it in 3 quarters.
McAdam LLC's Customers Bancorp position peaked at $1K in Q3 2018.
162 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.