WFG Advisors’s Customers Bancorp CUBI Stock Holding History

WFG Advisors’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 Q2	–	Sell	-800	Closed	-$25K	–	1567
2017 Q1	$25K	Sell	800 -300	-27%	-$10.2K	0.01%	831
2016 Q4	$39K	Sell	1,100 -220	-17%	-$6.5K	0.01%	766
2016 Q3	$33K	Hold	1,320	–	–	0.01%	807
2016 Q2	$33K	Hold	1,320	–	–	0.01%	804
2016 Q1	$31K	Hold	1,320	–	–	0.01%	783
2015 Q4	$36K	Hold	1,320	–	–	0.01%	747
2015 Q3	$34K	Hold	1,320	–	–	0.01%	753
2015 Q2	$35K	Hold	1,320	–	–	0.01%	819
2015 Q1	$32K	Sell	1,320 -6	-0.5%	-$129	0.01%	841
2014 Q4	$26K	Buy	1,326 +6	+0.5%	+$111	0.01%	1130
2014 Q3	$24K	Hold	1,320	–	–	﹤0.01%	1202
2014 Q2	$26K	Hold	1,320	–	–	﹤0.01%	1159
2014 Q1	$25K	Hold	1,320	–	–	0.01%	1172
2013 Q4	$25K	Buy	1,320 +660	+100%	+$10.5K	﹤0.01%	1255
2013 Q3	$10K	Buy	+660	New	+$10K	﹤0.01%	1509

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

TSW

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

WFG Advisors's CUBI Position: Q2 2017 in Review

WFG Advisors sold out of Customers Bancorp (CUBI) in Q2 2017, closing a stake of 800 shares — an estimated $25K sold.

WFG Advisors first reported a position in CUBI in Q3 2013 and held it in 15 quarters. The position peaked at $39K in Q4 2016. 179 funds tracked by Wall St. Rank hold CUBI as of Q2 2017.

WFG Advisors reported no remaining Customers Bancorp position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 800 Customers Bancorp shares in Q2 2017, an estimated $25K.
WFG Advisors first reported a position in Customers Bancorp in Q3 2013 and held it in 15 quarters.
WFG Advisors's Customers Bancorp position peaked at $39K in Q4 2016.
179 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.