ZIM
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ZPR Investment Management’s Customers Bancorp CUBI Stock Holding History

ZPR Investment Management’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
-19,812
Closed -$363K – 82
2019
Q1 		$363K Sell
19,812
-2,685
-12% -$53.5K 0.72% 42
2018
Q4 		$409K Sell
22,497
-23,785
-51% -$476K 0.81% 44
2018
Q3 		$1.09M Sell
46,282
-5,951
-11% -$154K 1.65% 27
2018
Q2 		$1.48M Buy
52,233
+5,111
+11% +$153K 1.98% 21
2018
Q1 		$1.37M Sell
47,122
-63,968
-58% -$1.92M 1.98% 24
2017
Q4 		$2.89M Buy
111,090
+26,560
+31% +$754K 4.16% 6
2017
Q3 		$2.76M Buy
84,530
+21,495
+34% +$620K 4.18% 5
2017
Q2 		$1.78M Buy
+63,035
New +$1.86M 2.73% 12

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

ZPR Investment Management's CUBI Position: Q2 2019 in Review

ZPR Investment Management sold out of Customers Bancorp (CUBI) in Q2 2019, closing a stake of 19,812 shares — an estimated $363K sold.

ZPR Investment Management first reported a position in CUBI in Q2 2017 and held it in 8 quarters. The position peaked at $2.89M in Q4 2017. 151 funds tracked by Wall St. Rank hold CUBI as of Q2 2019.

  • ZPR Investment Management reported no remaining Customers Bancorp position as of Q2 2019 after selling out during the quarter.
  • ZPR Investment Management sold 19,812 Customers Bancorp shares in Q2 2019, an estimated $363K.
  • ZPR Investment Management first reported a position in Customers Bancorp in Q2 2017 and held it in 8 quarters.
  • ZPR Investment Management's Customers Bancorp position peaked at $2.89M in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2019.

Based on ZPR Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.