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Piedmont Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Piedmont 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
-6,895
Closed -$196K – 1334
2018
Q2 		$196K Buy
+6,895
New +$206K 0.01% 847
2017
Q4 		– Sell
-6,273
Closed -$205K – 773
2017
Q3 		$205K Buy
+6,273
New +$181K ﹤0.01% 721

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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

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

Piedmont Investment Advisors sold out of Customers Bancorp (CUBI) in Q3 2018, closing a stake of 6,895 shares — an estimated $196K sold.

Piedmont Investment Advisors first reported a position in CUBI in Q3 2017 and held it in 2 quarters. The position peaked at $205K in Q3 2017. 159 funds tracked by Wall St. Rank hold CUBI as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Customers Bancorp position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,895 Customers Bancorp shares in Q3 2018, an estimated $196K.
  • Piedmont Investment Advisors first reported a position in Customers Bancorp in Q3 2017 and held it in 2 quarters.
  • Piedmont Investment Advisors's Customers Bancorp position peaked at $205K in Q3 2017.
  • 159 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.