Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-6,602
Closed -$256K 5215
2017
Q3
$256K Sell
6,602
-5,768
-47% -$210K ﹤0.01% 1653
2017
Q2
$447K Buy
+12,370
New +$458K 0.01% 1219

Advisor Group's CUNB Position: Q4 2017 in Review

Advisor Group sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 6,602 shares — an estimated $256K sold.

Advisor Group first reported a position in CUNB in Q2 2017 and held it in 2 quarters. The position peaked at $447K in Q2 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

  • Advisor Group reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 6,602 CU Bancorp shares in Q4 2017, an estimated $256K.
  • Advisor Group first reported a position in CU Bancorp in Q2 2017 and held it in 2 quarters.
  • Advisor Group's CU Bancorp position peaked at $447K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.