WBI Investments’s Customers Bancorp CUBI Stock Holding History

WBI Investments’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
2015 Q4	–	Sell	-23,900	Closed	-$614K	–	216
2015 Q3	$614K	Buy	+23,900	New	+$608K	0.02%	131

Other funds holding CUBI

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

WBI Investments's CUBI Position: Q4 2015 in Review

WBI Investments sold out of Customers Bancorp (CUBI) in Q4 2015, closing a stake of 23,900 shares — an estimated $614K sold.

WBI Investments first reported a position in CUBI in Q3 2015 and held it in 1 quarter. The position peaked at $614K in Q3 2015. 138 funds tracked by Wall St. Rank hold CUBI as of Q4 2015.

WBI Investments reported no remaining Customers Bancorp position as of Q4 2015 after selling out during the quarter.
WBI Investments sold 23,900 Customers Bancorp shares in Q4 2015, an estimated $614K.
WBI Investments first reported a position in Customers Bancorp in Q3 2015 and held it in 1 quarter.
WBI Investments's Customers Bancorp position peaked at $614K in Q3 2015.
138 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2015.

Based on WBI Investments's 13F filing for Q4 2015, filed 10 Feb 2016.