AA
CUNB

Apriem Advisors’s CU Bancorp CUNB Stock Holding History

Apriem Advisors’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
2016
Q4 		– Sell
-500
Closed -$11K – 762
2016
Q3 		$11K Hold
500
– – ﹤0.01% 404
2016
Q2 		$11K Hold
500
– – ﹤0.01% 411
2016
Q1 		$11K Buy
500
+200
+67% +$4.47K ﹤0.01% 376
2015
Q4 		$8K Hold
300
– – ﹤0.01% 404
2015
Q3 		$7K Buy
+300
New +$6.65K ﹤0.01% 387

Other funds holding CUNB

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Apriem Advisors's CUNB Position: Q4 2016 in Review

Apriem Advisors sold out of CU Bancorp (CUNB) in Q4 2016, closing a stake of 500 shares — an estimated $11K sold.

Apriem Advisors first reported a position in CUNB in Q3 2015 and held it in 5 quarters. The position peaked at $11K in Q3 2016. 82 funds tracked by Wall St. Rank hold CUNB as of Q4 2016.

  • Apriem Advisors reported no remaining CU Bancorp position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 500 CU Bancorp shares in Q4 2016, an estimated $11K.
  • Apriem Advisors first reported a position in CU Bancorp in Q3 2015 and held it in 5 quarters.
  • Apriem Advisors's CU Bancorp position peaked at $11K in Q3 2016.
  • 82 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.