Sageworth Trust’s Customers Bancorp, Inc. CUBS Stock Holding History

Sageworth Trust’s Portfolio CUBS Stock Details CUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,000	Closed	-$208K	–	159
2017 Q3	$208K	Hold	8,000	–	–	0.04%	28
2017 Q2	$210K	Hold	8,000	–	–	0.04%	33
2017 Q1	$211K	Hold	8,000	–	–	0.04%	31
2016 Q4	$210K	Hold	8,000	–	–	0.05%	34
2016 Q3	$213K	Hold	8,000	–	–	0.05%	35
2016 Q2	$215K	Hold	8,000	–	–	0.05%	35
2016 Q1	$219K	Hold	8,000	–	–	0.05%	35
2015 Q4	$218K	Hold	8,000	–	–	0.05%	33
2015 Q3	$216K	Hold	8,000	–	–	0.06%	33
2015 Q2	$216K	Hold	8,000	–	–	0.07%	32
2015 Q1	$214K	Hold	8,000	–	–	0.07%	32
2014 Q4	$212K	Buy	+8,000	New	+$212K	0.06%	92

Other funds holding CUBS

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Sageworth Trust's CUBS Position: Q4 2017 in Review

Sageworth Trust sold out of Customers Bancorp, Inc. (CUBS) in Q4 2017, closing a stake of 8,000 shares — an estimated $208K sold.

Sageworth Trust first reported a position in CUBS in Q4 2014 and held it in 12 quarters. The position peaked at $219K in Q1 2016. 1 fund tracked by Wall St. Rank holds CUBS as of Q4 2017.

Sageworth Trust reported no remaining Customers Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
Sageworth Trust sold 8,000 Customers Bancorp, Inc. shares in Q4 2017, an estimated $208K.
Sageworth Trust first reported a position in Customers Bancorp, Inc. in Q4 2014 and held it in 12 quarters.
Sageworth Trust's Customers Bancorp, Inc. position peaked at $219K in Q1 2016.
1 fund tracked by Wall St. Rank held Customers Bancorp, Inc. as of Q4 2017.

Based on Sageworth Trust's 13F filing for Q4 2017, filed 31 Jan 2018.