Nine Chapters Capital Management’s Customers Bancorp CUBI Stock Holding History

Nine Chapters Capital Management’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 Q3	–	Sell	-31,400	Closed	-$844K	–	1032
2015 Q2	$844K	Sell	31,400 -28,000	-47%	-$716K	0.07%	384
2015 Q1	$1.45M	Buy	59,400 +35,200	+145%	+$759K	0.12%	242
2014 Q4	$471K	Buy	24,200 +9,700	+67%	+$180K	0.04%	555
2014 Q3	$260K	Buy	+14,500	New	+$274K	0.02%	761

Other funds holding CUBI

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BTP

Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

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

Nine Chapters Capital Management's CUBI Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of Customers Bancorp (CUBI) in Q3 2015, closing a stake of 31,400 shares — an estimated $844K sold.

Nine Chapters Capital Management first reported a position in CUBI in Q3 2014 and held it in 4 quarters. The position peaked at $1.45M in Q1 2015. 132 funds tracked by Wall St. Rank hold CUBI as of Q3 2015.

Nine Chapters Capital Management reported no remaining Customers Bancorp position as of Q3 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 31,400 Customers Bancorp shares in Q3 2015, an estimated $844K.
Nine Chapters Capital Management first reported a position in Customers Bancorp in Q3 2014 and held it in 4 quarters.
Nine Chapters Capital Management's Customers Bancorp position peaked at $1.45M in Q1 2015.
132 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.