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Optimum Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Optimum Investment 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
2018
Q3 		– Sell
-1,500
Closed -$43K – 1043
2018
Q2 		$43K Hold
1,500
– – 0.01% 561
2018
Q1 		$44K Buy
+1,500
New +$45K 0.01% 542
2015
Q1 		$24K Buy
+1,000
New +$21.6K 0.01% 649

Other funds holding CUBI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's CUBI Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Customers Bancorp (CUBI) in Q3 2018, closing a stake of 1,500 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in CUBI in Q1 2015 and held it in 3 quarters. The position peaked at $44K in Q1 2018. 159 funds tracked by Wall St. Rank hold CUBI as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Customers Bancorp position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,500 Customers Bancorp shares in Q3 2018, an estimated $43K.
  • Optimum Investment Advisors first reported a position in Customers Bancorp in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's Customers Bancorp position peaked at $44K in Q1 2018.
  • 159 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.