Neuburgh Advisers’s Customers Bancorp CUBI Stock Holding History

Neuburgh Advisers’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
2019 Q3	$159K	Hold	7,656	–	–	﹤0.01%	720
2019 Q2	$161K	Hold	7,656	–	–	0.01%	728
2019 Q1	$140K	Hold	7,656	–	–	﹤0.01%	740
2018 Q4	$139K	Buy	7,656 +1,078	+16%	+$21.6K	0.01%	706
2018 Q3	$155K	Buy	6,578 +726	+12%	+$18.8K	0.01%	746
2018 Q2	$166K	Buy	5,852 +1,804	+45%	+$53.9K	0.01%	695
2018 Q1	$118K	Buy	4,048 +418	+12%	+$12.6K	﹤0.01%	759
2017 Q4	$94K	Buy	3,630 +462	+15%	+$13.1K	﹤0.01%	798
2017 Q3	$103K	Buy	3,168 +550	+21%	+$15.9K	﹤0.01%	753
2017 Q2	$74K	Buy	2,618 +1,672	+177%	+$49.4K	﹤0.01%	785
2017 Q1	$30K	Buy	+946	New	+$32.2K	﹤0.01%	824

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuburgh Advisers's CUBI Position: Q3 2019 in Review

Neuburgh Advisers held its Customers Bancorp (CUBI) position steady in Q3 2019 at 7,656 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Neuburgh Advisers first reported a position in CUBI in Q1 2017 and has held it in 11 quarters since. The position peaked at $166K in Q2 2018. 149 funds tracked by Wall St. Rank hold CUBI as of Q3 2019.

Neuburgh Advisers held 7,656 shares of Customers Bancorp worth $159K as of Q3 2019.
Neuburgh Advisers left its Customers Bancorp share count unchanged in Q3 2019.
Customers Bancorp made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #720 holding.
Neuburgh Advisers first reported a position in Customers Bancorp in Q1 2017 and has held it in 11 quarters since.
Neuburgh Advisers's Customers Bancorp position peaked at $166K in Q2 2018.
149 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.