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McAdams Wright Ragen’s Customers Bancorp CUBI Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$461K Buy
25,687
+11,250
+78% +$213K 0.03% 276
2014
Q2 		$288K Sell
14,437
-1
-0% -$20 0.02% 324
2014
Q1 		$273K Sell
14,438
-412
-3% -$7.51K 0.02% 312
2013
Q4 		$276K Buy
+14,850
New +$237K 0.02% 298

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McAdams Wright Ragen's CUBI Position: Q3 2014 in Review

McAdams Wright Ragen increased its Customers Bancorp (CUBI) stake by 78% in Q3 2014, buying an estimated $213K and bringing the position to 25,687 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #276.

McAdams Wright Ragen first reported a position in CUBI in Q4 2013 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • McAdams Wright Ragen held 25,687 shares of Customers Bancorp worth $461K as of Q3 2014.
  • McAdams Wright Ragen bought 11,250 Customers Bancorp shares in Q3 2014, an estimated $213K.
  • Customers Bancorp made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #276 holding.
  • McAdams Wright Ragen first reported a position in Customers Bancorp in Q4 2013 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.