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Stratos Wealth Partners’s Customers Bancorp CUBI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-400
Closed -$9K – 1143
2018
Q3 		$9K Buy
+400
New +$10.4K ﹤0.01% 2226
2018
Q2 		– Sell
-400
Closed -$12K – 1291
2018
Q1 		$12K Hold
400
– – ﹤0.01% 2219
2017
Q4 		$10K Buy
+400
New +$11.4K ﹤0.01% 2152

Other funds holding CUBI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stratos Wealth Partners's CUBI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Customers Bancorp (CUBI) in Q4 2018, closing a stake of 400 shares — an estimated $9K sold.

Stratos Wealth Partners first reported a position in CUBI in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 162 funds tracked by Wall St. Rank hold CUBI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Customers Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 400 Customers Bancorp shares in Q4 2018, an estimated $9K.
  • Stratos Wealth Partners first reported a position in Customers Bancorp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Customers Bancorp position peaked at $12K in Q1 2018.
  • 162 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.