Number of Shares
5,734.00
Current Holdings Value*
$294,640.00
% of Portfolio
3.69%
Total Estimate Gain
$136,279.46
% of Total Estimate Gain
2.68%

ParenteBeard Wealth Management, LLC's Customers Bancorp Inc Holding Summary

As of 2014-12-31, ParenteBeard Wealth Management, LLC held 5,734.00 shares of Customers Bancorp Inc(CUBI), totaling $294,640.00. This investment constitutes 3.69% of their stock portfolio, and ParenteBeard Wealth Management, LLC now holds 0.02% of the outstanding Customers Bancorp Inc(CUBI) stock.

The initial trade took place in 2014Q3. And since then ParenteBeard Wealth Management, LLC has made 1 purchases of CUBI, at an average price of $18.92, for a total of 268,448.00 shares. In addition, there have been 1 sales at an average price of $18.50 for 262,714.00 shares. Based on historical transaction data and CUBI's current price of $61.93, ParenteBeard Wealth Management, LLC's estimated gain on his CUBI holdings is $136,279.46, reflecting a 2.68% gain to date.

ParenteBeard Wealth Management, LLC CUBI ($61.93) Holding Chart

ParenteBeard Wealth Management, LLC CUBI ($61.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1