Tarbox Family Office’s Customers Bancorp CUBI Stock Holding History

Tarbox Family Office’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
2020 Q1	–	Sell	-141	Closed	-$3K	–	1157
2019 Q4	$3K	Hold	141	–	–	﹤0.01%	646
2019 Q3	$3K	Hold	141	–	–	﹤0.01%	579
2019 Q2	$3K	Buy	+141	New	+$2.94K	﹤0.01%	584

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

ACB

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Tarbox Family Office's CUBI Position: Q1 2020 in Review

Tarbox Family Office sold out of Customers Bancorp (CUBI) in Q1 2020, closing a stake of 141 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in CUBI in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 143 funds tracked by Wall St. Rank hold CUBI as of Q1 2020.

Tarbox Family Office reported no remaining Customers Bancorp position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 141 Customers Bancorp shares in Q1 2020, an estimated $3K.
Tarbox Family Office first reported a position in Customers Bancorp in Q2 2019 and held it in 3 quarters.
Tarbox Family Office's Customers Bancorp position peaked at $3K in Q4 2019.
143 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.