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Proficio Capital Partners’s Customers Bancorp CUBI Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-63
Closed -$1K – 466
2019
Q2 		$1K Buy
63
+16
+34% +$334 ﹤0.01% 1708
2019
Q1 		$1K Buy
+47
New +$937 ﹤0.01% 1496

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ACB
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JP Morgan Chase
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State Street
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BCM
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NM
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AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Proficio Capital Partners's CUBI Position: Q3 2019 in Review

Proficio Capital Partners sold out of Customers Bancorp (CUBI) in Q3 2019, closing a stake of 63 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in CUBI in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 149 funds tracked by Wall St. Rank hold CUBI as of Q3 2019.

  • Proficio Capital Partners reported no remaining Customers Bancorp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 63 Customers Bancorp shares in Q3 2019, an estimated $1K.
  • Proficio Capital Partners first reported a position in Customers Bancorp in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Customers Bancorp position peaked at $1K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.