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Raffa Wealth Management’s Customers Bancorp CUBI Stock Holding History

Raffa 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
2017
Q1 		– Sell
-23
Closed -$824 – 486
2016
Q4 		$824 Hold
23
– – ﹤0.01% 507
2016
Q3 		$579 Hold
23
– – ﹤0.01% 655
2016
Q2 		$578 Buy
+23
New +$585 ﹤0.01% 617

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Raffa Wealth Management's CUBI Position: Q1 2017 in Review

Raffa Wealth Management sold out of Customers Bancorp (CUBI) in Q1 2017, closing a stake of 23 shares — an estimated $824 sold.

Raffa Wealth Management first reported a position in CUBI in Q2 2016 and held it in 3 quarters. The position peaked at $824 in Q4 2016. 171 funds tracked by Wall St. Rank hold CUBI as of Q1 2017.

  • Raffa Wealth Management reported no remaining Customers Bancorp position as of Q1 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 23 Customers Bancorp shares in Q1 2017, an estimated $824.
  • Raffa Wealth Management first reported a position in Customers Bancorp in Q2 2016 and held it in 3 quarters.
  • Raffa Wealth Management's Customers Bancorp position peaked at $824 in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.