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Ramsey Asset Management’s Customers Bancorp CUBI Stock Holding History

Ramsey Asset 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
Q4 		– Sell
-42,570
Closed -$765K – 40
2014
Q3 		$765K Hold
42,570
– – 0.99% 40
2014
Q2 		$852K Hold
42,570
– – 1.07% 40
2014
Q1 		$808K Hold
42,570
– – 1.09% 41
2013
Q4 		$792K Sell
42,570
-6,930
-14% -$110K 1.13% 43
2013
Q3 		$724K Hold
49,500
– – 1.11% 44
2013
Q2 		$731K Buy
+49,500
New +$768K 1.1% 42

Other funds holding CUBI

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

Ramsey Asset Management's CUBI Position: Q4 2014 in Review

Ramsey Asset Management sold out of Customers Bancorp (CUBI) in Q4 2014, closing a stake of 42,570 shares — an estimated $765K sold.

Ramsey Asset Management first reported a position in CUBI in Q2 2013 and held it in 6 quarters. The position peaked at $852K in Q2 2014. 117 funds tracked by Wall St. Rank hold CUBI as of Q4 2014.

  • Ramsey Asset Management reported no remaining Customers Bancorp position as of Q4 2014 after selling out during the quarter.
  • Ramsey Asset Management sold 42,570 Customers Bancorp shares in Q4 2014, an estimated $765K.
  • Ramsey Asset Management first reported a position in Customers Bancorp in Q2 2013 and held it in 6 quarters.
  • Ramsey Asset Management's Customers Bancorp position peaked at $852K in Q2 2014.
  • 117 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2014.

Based on Ramsey Asset Management's 13F filing for Q4 2014, filed 11 Feb 2015.