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RS Investment Management’s Customers Bancorp CUBI Stock Holding History

RS Investment 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
2015
Q1 		– Sell
-890,343
Closed -$17.3M – 357
2014
Q4 		$17.3M Buy
890,343
+68,798
+8% +$1.27M 0.15% 210
2014
Q3 		$14.8M Buy
821,545
+98,299
+14% +$1.86M 0.14% 208
2014
Q2 		$14.5M Sell
723,246
-73,913
-9% -$1.46M 0.12% 206
2014
Q1 		$15.1M Buy
+797,159
New +$14.5M 0.09% 205

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RS Investment Management's CUBI Position: Q1 2015 in Review

RS Investment Management sold out of Customers Bancorp (CUBI) in Q1 2015, closing a stake of 890,343 shares — an estimated $17.3M sold.

RS Investment Management first reported a position in CUBI in Q1 2014 and held it in 4 quarters. The position peaked at $17.3M in Q4 2014. 126 funds tracked by Wall St. Rank hold CUBI as of Q1 2015.

  • RS Investment Management reported no remaining Customers Bancorp position as of Q1 2015 after selling out during the quarter.
  • RS Investment Management sold 890,343 Customers Bancorp shares in Q1 2015, an estimated $17.3M.
  • RS Investment Management first reported a position in Customers Bancorp in Q1 2014 and held it in 4 quarters.
  • RS Investment Management's Customers Bancorp position peaked at $17.3M in Q4 2014.
  • 126 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2015.

Based on RS Investment Management's 13F filing for Q1 2015, filed 14 May 2015.