Palouse Capital Management’s Customers Bancorp CUBI Stock Holding History

Palouse 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
2018 Q2	–	Sell	-12,182	Closed	-$355K	–	105
2018 Q1	$355K	Buy	12,182 +135	+1%	+$4.05K	0.12%	72
2017 Q4	$313K	Sell	12,047 -476	-4%	-$13.5K	0.11%	75
2017 Q3	$409K	Buy	12,523 +3,060	+32%	+$88.3K	0.14%	73
2017 Q2	$268K	Sell	9,463 -889	-9%	-$26.3K	0.1%	74
2017 Q1	$326K	Buy	10,352 +3,025	+41%	+$103K	0.12%	67
2016 Q4	$262K	Sell	7,327 -5,954	-45%	-$176K	0.11%	76
2016 Q3	$334K	Buy	+13,281	New	+$343K	0.14%	65
2015 Q4	–	Sell	-9,806	Closed	-$252K	–	110
2015 Q3	$252K	Buy	+9,806	New	+$249K	0.1%	90

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

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

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

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palouse Capital Management's CUBI Position: Q2 2018 in Review

Palouse Capital Management sold out of Customers Bancorp (CUBI) in Q2 2018, closing a stake of 12,182 shares — an estimated $355K sold.

Palouse Capital Management first reported a position in CUBI in Q3 2015 and held it in 8 quarters. The position peaked at $409K in Q3 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q2 2018.

Palouse Capital Management reported no remaining Customers Bancorp position as of Q2 2018 after selling out during the quarter.
Palouse Capital Management sold 12,182 Customers Bancorp shares in Q2 2018, an estimated $355K.
Palouse Capital Management first reported a position in Customers Bancorp in Q3 2015 and held it in 8 quarters.
Palouse Capital Management's Customers Bancorp position peaked at $409K in Q3 2017.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2018.

Based on Palouse Capital Management's 13F filing for Q2 2018, filed 27 Jul 2018.