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SOL Capital Management’s Customers Bancorp CUBI Stock Holding History

SOL Capital 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
2013
Q4 		– Sell
-58,971
Closed -$863K – 179
2013
Q3 		$863K Buy
+58,971
New +$897K 0.36% 64

Other funds holding CUBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $156M AUM 81.61% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SOL Capital Management's CUBI Position: Q4 2013 in Review

SOL Capital Management sold out of Customers Bancorp (CUBI) in Q4 2013, closing a stake of 58,971 shares — an estimated $863K sold.

SOL Capital Management first reported a position in CUBI in Q3 2013 and held it in 1 quarter. The position peaked at $863K in Q3 2013. 84 funds tracked by Wall St. Rank hold CUBI as of Q4 2013.

  • SOL Capital Management reported no remaining Customers Bancorp position as of Q4 2013 after selling out during the quarter.
  • SOL Capital Management sold 58,971 Customers Bancorp shares in Q4 2013, an estimated $863K.
  • SOL Capital Management first reported a position in Customers Bancorp in Q3 2013 and held it in 1 quarter.
  • SOL Capital Management's Customers Bancorp position peaked at $863K in Q3 2013.
  • 84 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2013.

Based on SOL Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.