Private Advisor Group’s Customers Bancorp CUBI Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-300	Closed	-$4K	–	1943
2020 Q2	$4K	Buy	+300	New	+$3.34K	﹤0.01%	3315
2018 Q3	–	Sell	-8,856	Closed	-$251K	–	1610
2018 Q2	$251K	Buy	+8,856	New	+$265K	﹤0.01%	1079

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 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

Private Advisor Group's CUBI Position: Q3 2020 in Review

Private Advisor Group sold out of Customers Bancorp (CUBI) in Q3 2020, closing a stake of 300 shares — an estimated $4K sold.

Private Advisor Group first reported a position in CUBI in Q2 2018 and held it in 2 quarters. The position peaked at $251K in Q2 2018. 139 funds tracked by Wall St. Rank hold CUBI as of Q3 2020.

Private Advisor Group reported no remaining Customers Bancorp position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 300 Customers Bancorp shares in Q3 2020, an estimated $4K.
Private Advisor Group first reported a position in Customers Bancorp in Q2 2018 and held it in 2 quarters.
Private Advisor Group's Customers Bancorp position peaked at $251K in Q2 2018.
139 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.