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Nationwide Fund Advisors’s Customers Bancorp CUBI Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-44,858
Closed -$1.46M – 506
2017
Q3 		$1.46M Sell
44,858
-77,619
-63% -$2.24M 0.01% 1592
2017
Q2 		$3.46M Buy
122,477
+21,888
+22% +$647K 0.01% 1183
2017
Q1 		$3.17M Sell
100,589
-1,705
-2% -$58K 0.01% 1201
2016
Q4 		$3.66M Sell
102,294
-25,957
-20% -$767K 0.02% 1142
2016
Q3 		$3.23M Sell
128,251
-7,635
-6% -$197K 0.01% 1178
2016
Q2 		$3.42M Buy
135,886
+24,719
+22% +$629K 0.01% 1132
2016
Q1 		$2.69M Buy
111,167
+36,158
+48% +$864K 0.01% 1211
2015
Q4 		$2.04M Sell
75,009
-796
-1% -$22.2K 0.01% 1351
2015
Q3 		$1.95M Hold
75,805
– – 0.01% 1379
2015
Q2 		$2.04M Sell
75,805
-8,215
-10% -$210K 0.01% 1415
2015
Q1 		$2.05M Sell
84,020
-1,961
-2% -$42.3K 0.01% 1460
2014
Q4 		$1.67M Sell
85,981
-3,098
-3% -$57.4K 0.01% 1512
2014
Q3 		$1.6M Buy
89,079
+183
+0.2% +$3.46K 0.01% 1564
2014
Q2 		$1.78M Buy
88,896
+10,060
+13% +$199K 0.01% 1541
2014
Q1 		$1.5M Buy
78,836
+61,875
+365% +$1.13M 0.01% 1541
2013
Q4 		$315K Sell
16,961
-568
-3% -$9.05K ﹤0.01% 2460
2013
Q3 		$257K Buy
17,529
+10,489
+149% +$160K ﹤0.01% 2542
2013
Q2 		$104K Buy
+7,040
New +$109K ﹤0.01% 2788

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
HAM
Hillcrest Asset Management Plano, Texas $656M AUM 31.12% 1-Year Est. Return

Nationwide Fund Advisors's CUBI Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Customers Bancorp (CUBI) in Q4 2017, closing a stake of 44,858 shares — an estimated $1.46M sold.

Nationwide Fund Advisors first reported a position in CUBI in Q2 2013 and held it in 18 quarters. The position peaked at $3.66M in Q4 2016. 182 funds tracked by Wall St. Rank hold CUBI as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Customers Bancorp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 44,858 Customers Bancorp shares in Q4 2017, an estimated $1.46M.
  • Nationwide Fund Advisors first reported a position in Customers Bancorp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Customers Bancorp position peaked at $3.66M in Q4 2016.
  • 182 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.