PWM
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ParenteBeard Wealth Management’s Customers Bancorp CUBI Stock Holding History

ParenteBeard Wealth 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
2014
Q4 		$295K Sell
5,734
-262,714
-98% -$4.86M 3.49% 7
2014
Q3 		$4.82M Buy
+268,448
New +$5.08M 2.02% 13

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

ParenteBeard Wealth Management's CUBI Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its Customers Bancorp (CUBI) stake by 98% in Q4 2014, selling an estimated $4.86M and leaving 5,734 shares worth $295K. The position accounts for 3.49% of the portfolio, ranked #7.

ParenteBeard Wealth Management first reported a position in CUBI in Q3 2014 and has held it in 2 quarters since. The position peaked at $4.82M in Q3 2014. 117 funds tracked by Wall St. Rank hold CUBI as of Q4 2014.

  • ParenteBeard Wealth Management held 5,734 shares of Customers Bancorp worth $295K as of Q4 2014.
  • ParenteBeard Wealth Management sold 262,714 Customers Bancorp shares in Q4 2014, an estimated $4.86M.
  • Customers Bancorp made up 3.49% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #7 holding.
  • ParenteBeard Wealth Management first reported a position in Customers Bancorp in Q3 2014 and has held it in 2 quarters since.
  • ParenteBeard Wealth Management's Customers Bancorp position peaked at $4.82M in Q3 2014.
  • 117 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.