QBFM
CUBI icon

QS Batterymarch Financial Management’s Customers Bancorp CUBI Stock Holding History

QS Batterymarch Financial 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
Q3 		$2.24M Buy
124,804
+75,726
+154% +$1.43M 0.06% 393
2014
Q2 		$983K Buy
+49,078
New +$970K 0.02% 534

Other funds holding CUBI

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

QS Batterymarch Financial Management's CUBI Position: Q3 2014 in Review

QS Batterymarch Financial Management increased its Customers Bancorp (CUBI) stake by 154% in Q3 2014, buying an estimated $1.43M and bringing the position to 124,804 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #393.

QS Batterymarch Financial Management first reported a position in CUBI in Q2 2014 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • QS Batterymarch Financial Management held 124,804 shares of Customers Bancorp worth $2.24M as of Q3 2014.
  • QS Batterymarch Financial Management bought 75,726 Customers Bancorp shares in Q3 2014, an estimated $1.43M.
  • Customers Bancorp made up 0.06% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #393 holding.
  • QS Batterymarch Financial Management first reported a position in Customers Bancorp in Q2 2014 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.