NPC
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National Planning Corporation’s Customers Bancorp CUBI Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-2,706
Closed -$49.6K – 928
2014
Q4 		$49.6K Buy
+2,706
New +$50.1K ﹤0.01% 1262

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

National Planning Corporation's CUBI Position: Q1 2015 in Review

National Planning Corporation sold out of Customers Bancorp (CUBI) in Q1 2015, closing a stake of 2,706 shares — an estimated $49.6K sold.

National Planning Corporation first reported a position in CUBI in Q4 2014 and held it in 1 quarter. The position peaked at $49.6K in Q4 2014. 126 funds tracked by Wall St. Rank hold CUBI as of Q1 2015.

  • National Planning Corporation reported no remaining Customers Bancorp position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,706 Customers Bancorp shares in Q1 2015, an estimated $49.6K.
  • National Planning Corporation first reported a position in Customers Bancorp in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Customers Bancorp position peaked at $49.6K in Q4 2014.
  • 126 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.