Ameriprise
CUNB

Ameriprise’s CU Bancorp CUNB Stock Holding History

Ameriprise’s Portfolio CUNB Stock Details CUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-60
Closed -$1K – 4876
2014
Q3 		$1K Hold
60
– – ﹤0.01% 5651
2014
Q2 		$1K Hold
60
– – ﹤0.01% 5446
2014
Q1 		$1K Hold
60
– – ﹤0.01% 5228
2013
Q4 		$1K Sell
60
-586
-91% -$10.6K ﹤0.01% 5043
2013
Q3 		$12K Buy
646
+60
+10% +$1.04K ﹤0.01% 4796
2013
Q2 		$9K Buy
+586
New +$8.46K ﹤0.01% 4878

Other funds holding CUNB

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Ameriprise's CUNB Position: Q4 2014 in Review

Ameriprise sold out of CU Bancorp (CUNB) in Q4 2014, closing a stake of 60 shares — an estimated $1K sold.

Ameriprise first reported a position in CUNB in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2013. 55 funds tracked by Wall St. Rank hold CUNB as of Q4 2014.

  • Ameriprise reported no remaining CU Bancorp position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 60 CU Bancorp shares in Q4 2014, an estimated $1K.
  • Ameriprise first reported a position in CU Bancorp in Q2 2013 and held it in 6 quarters.
  • Ameriprise's CU Bancorp position peaked at $12K in Q3 2013.
  • 55 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.