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Wealthspire Advisors (Maryland)’s Customers Bancorp CUBI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-14
Closed – – 808
2019
Q1 		$0 Hold
14
– – ﹤0.01% 2496
2018
Q4 		$0 Sell
14
-18
-56% -$360 ﹤0.01% 2451
2018
Q3 		$1K Buy
32
+29
+967% +$752 ﹤0.01% 2267
2018
Q2 		$0 Hold
3
– – ﹤0.01% 2453
2018
Q1 		$0 Hold
3
– – ﹤0.01% 2514
2017
Q4 		$0 Hold
3
– – ﹤0.01% 2451
2017
Q3 		$0 Buy
+3
New +$87 ﹤0.01% 2287

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CUBI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 14 shares.

Wealthspire Advisors (Maryland) first reported a position in CUBI in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14 Customers Bancorp shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Customers Bancorp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Customers Bancorp position peaked at $1K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.