Summit Trail Advisors’s Customers Bancorp CUBI Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-11	Closed	–	–	719
2017 Q4	$0	Buy	+11	New	+$312	﹤0.01%	1994

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Trail Advisors's CUBI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Customers Bancorp (CUBI) in Q1 2018, closing a stake of 11 shares.

Summit Trail Advisors first reported a position in CUBI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2018.

Summit Trail Advisors reported no remaining Customers Bancorp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 11 Customers Bancorp shares in Q1 2018.
Summit Trail Advisors first reported a position in Customers Bancorp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Customers Bancorp position peaked at $0 in Q4 2017.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.