William Blair & Company
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William Blair & Company’s Customers Bancorp CUBI Stock Holding History

William Blair & Company’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
Q3 		– Sell
-27,500
Closed -$406K – 2035
2013
Q2 		$406K Buy
+27,500
New +$427K ﹤0.01% 1565

Other funds holding CUBI

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BC
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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
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return

William Blair & Company's CUBI Position: Q3 2013 in Review

William Blair & Company sold out of Customers Bancorp (CUBI) in Q3 2013, closing a stake of 27,500 shares — an estimated $406K sold.

William Blair & Company first reported a position in CUBI in Q2 2013 and held it in 1 quarter. The position peaked at $406K in Q2 2013. 75 funds tracked by Wall St. Rank hold CUBI as of Q3 2013.

  • William Blair & Company reported no remaining Customers Bancorp position as of Q3 2013 after selling out during the quarter.
  • William Blair & Company sold 27,500 Customers Bancorp shares in Q3 2013, an estimated $406K.
  • William Blair & Company first reported a position in Customers Bancorp in Q2 2013 and held it in 1 quarter.
  • William Blair & Company's Customers Bancorp position peaked at $406K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2013.

Based on William Blair & Company's 13F filing for Q3 2013, filed 12 Nov 2013.