Panagora Asset Management’s Customers Bancorp CUBI Stock Holding History

Panagora Asset 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
2019 Q2	–	Sell	-6,206	Closed	-$114K	–	2623
2019 Q1	$114K	Buy	+6,206	New	+$124K	﹤0.01%	1849
2018 Q4	–	Sell	-45,392	Closed	-$1.07M	–	2469
2018 Q3	$1.07M	Buy	+45,392	New	+$1.18M	﹤0.01%	1096
2017 Q2	–	Sell	-18,186	Closed	-$573K	–	2607
2017 Q1	$573K	Buy	18,186 +6,082	+50%	+$207K	﹤0.01%	1338
2016 Q4	$434K	Buy	12,104 +10,845	+861%	+$320K	﹤0.01%	1494
2016 Q3	$32K	Hold	1,259	–	–	﹤0.01%	2198
2016 Q2	$32K	Sell	1,259 -12,542	-91%	-$319K	﹤0.01%	2118
2016 Q1	$326K	Buy	13,801 +12,542	+996%	+$300K	﹤0.01%	1487
2015 Q4	$34K	Buy	+1,259	New	+$35.1K	﹤0.01%	2073

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

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

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

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

Panagora Asset Management's CUBI Position: Q2 2019 in Review

Panagora Asset Management sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 6,206 shares — an estimated $114K sold.

Panagora Asset Management first reported a position in CUBI in Q4 2015 and held it in 8 quarters. The position peaked at $1.07M in Q3 2018. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

Panagora Asset Management reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
Panagora Asset Management sold 6,206 Customers Bancorp shares in Q2 2019, an estimated $114K.
Panagora Asset Management first reported a position in Customers Bancorp in Q4 2015 and held it in 8 quarters.
Panagora Asset Management's Customers Bancorp position peaked at $1.07M in Q3 2018.
151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on Panagora Asset Management's 13F filing for Q2 2019, filed 9 Aug 2019.