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CUBI icon

UBS’s Customers Bancorp CUBI Stock Holding History

UBS’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
2014
Q3 		$28K Buy
+1,559
New +$29.5K ﹤0.01% 7542
2013
Q4 		– Sell
-488
Closed -$7K – 10443
2013
Q3 		$7K Buy
+488
New +$7.42K ﹤0.01% 9118

Other funds holding CUBI

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's CUBI Position: Q3 2014 in Review

UBS opened a new position in Customers Bancorp (CUBI) in Q3 2014: 1,559 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #7542 among its holdings. This is a return to the name: UBS previously reported a position in CUBI as recently as Q3 2013.

UBS first reported a position in CUBI in Q3 2013 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold CUBI as of Q3 2014.

  • UBS held 1,559 shares of Customers Bancorp worth $28K as of Q3 2014.
  • Customers Bancorp was a new UBS position in Q3 2014.
  • Customers Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7542 holding.
  • UBS first reported a position in Customers Bancorp in Q3 2013 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.