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West Family Investments’s Customers Bancorp CUBI Stock Holding History

West Family 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
2013
Q4 		– Sell
-71,500
Closed -$1.05M – 108
2013
Q3 		$1.05M Hold
71,500
– – 0.27% 55
2013
Q2 		$1.06M Buy
+71,500
New +$1.11M 0.28% 53

Other funds holding CUBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 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
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

West Family Investments's CUBI Position: Q4 2013 in Review

West Family Investments sold out of Customers Bancorp (CUBI) in Q4 2013, closing a stake of 71,500 shares — an estimated $1.05M sold.

West Family Investments first reported a position in CUBI in Q2 2013 and held it in 2 quarters. The position peaked at $1.06M in Q2 2013. 84 funds tracked by Wall St. Rank hold CUBI as of Q4 2013.

  • West Family Investments reported no remaining Customers Bancorp position as of Q4 2013 after selling out during the quarter.
  • West Family Investments sold 71,500 Customers Bancorp shares in Q4 2013, an estimated $1.05M.
  • West Family Investments first reported a position in Customers Bancorp in Q2 2013 and held it in 2 quarters.
  • West Family Investments's Customers Bancorp position peaked at $1.06M in Q2 2013.
  • 84 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2013.

Based on West Family Investments's 13F filing for Q4 2013, filed 10 Feb 2014.