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Tradewinds Capital Management’s Customers Bancorp CUBI Stock Holding History

Tradewinds 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
2017
Q1 		– Sell
-50
Closed -$2K – 685
2016
Q4 		$2K Buy
+50
New +$1.48K ﹤0.01% 541

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State Street
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TSW
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Tradewinds Capital Management's CUBI Position: Q1 2017 in Review

Tradewinds Capital Management sold out of Customers Bancorp (CUBI) in Q1 2017, closing a stake of 50 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in CUBI in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 171 funds tracked by Wall St. Rank hold CUBI as of Q1 2017.

  • Tradewinds Capital Management reported no remaining Customers Bancorp position as of Q1 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 50 Customers Bancorp shares in Q1 2017, an estimated $2K.
  • Tradewinds Capital Management first reported a position in Customers Bancorp in Q4 2016 and held it in 1 quarter.
  • Tradewinds Capital Management's Customers Bancorp position peaked at $2K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2017.

Based on Tradewinds Capital Management's 13F filing for Q1 2017, filed 3 May 2017.