Next Financial Group’s Customers Bancorp CUBI Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-168	Closed	-$2K	–	859
2020 Q1	$2K	Buy	168 +24	+17%	+$465	﹤0.01%	1906
2019 Q4	$3K	Buy	+144	New	+$3.31K	﹤0.01%	2067
2014 Q4	–	Sell	-2,200	Closed	-$40K	–	1966
2014 Q3	$40K	Hold	2,200	–	–	0.01%	1058
2014 Q2	$42K	Buy	+2,200	New	+$43.5K	0.02%	393

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $270M AUM 3.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Next Financial Group's CUBI Position: Q2 2020 in Review

Next Financial Group sold out of Customers Bancorp (CUBI) in Q2 2020, closing a stake of 168 shares — an estimated $2K sold.

Next Financial Group first reported a position in CUBI in Q2 2014 and held it in 4 quarters. The position peaked at $42K in Q2 2014. 147 funds tracked by Wall St. Rank hold CUBI as of Q2 2020.

Next Financial Group reported no remaining Customers Bancorp position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 168 Customers Bancorp shares in Q2 2020, an estimated $2K.
Next Financial Group first reported a position in Customers Bancorp in Q2 2014 and held it in 4 quarters.
Next Financial Group's Customers Bancorp position peaked at $42K in Q2 2014.
147 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.