Whittier Trust’s Customers Bancorp CUBI Stock Holding History

Whittier Trust’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 Q4	–	Sell	-182	Closed	-$6K	–	1302
2017 Q3	$6K	Buy	+182	New	+$5.25K	﹤0.01%	1105

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

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

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

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

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

TSW

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

HAM

Hillcrest Asset Management Plano, Texas $656M AUM 31.12% 1-Year Est. Return

Whittier Trust's CUBI Position: Q4 2017 in Review

Whittier Trust sold out of Customers Bancorp (CUBI) in Q4 2017, closing a stake of 182 shares — an estimated $6K sold.

Whittier Trust first reported a position in CUBI in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 182 funds tracked by Wall St. Rank hold CUBI as of Q4 2017.

Whittier Trust reported no remaining Customers Bancorp position as of Q4 2017 after selling out during the quarter.
Whittier Trust sold 182 Customers Bancorp shares in Q4 2017, an estimated $6K.
Whittier Trust first reported a position in Customers Bancorp in Q3 2017 and held it in 1 quarter.
Whittier Trust's Customers Bancorp position peaked at $6K in Q3 2017.
182 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.