BRWA
CUNB

B. Riley Wealth Advisors’s CU Bancorp CUNB Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-3,047
Closed -$67 – 2447
2014
Q4 		$67 Buy
+3,047
New +$60.1K ﹤0.01% 1944
2014
Q3 		– Sell
-3,161
Closed -$60.3K – 2263
2014
Q2 		$60.3K Buy
+3,161
New +$58.5K 0.01% 942

Other funds holding CUNB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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

B. Riley Wealth Advisors's CUNB Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of CU Bancorp (CUNB) in Q1 2015, closing a stake of 3,047 shares — an estimated $67 sold.

B. Riley Wealth Advisors first reported a position in CUNB in Q2 2014 and held it in 2 quarters. The position peaked at $60.3K in Q2 2014. 60 funds tracked by Wall St. Rank hold CUNB as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining CU Bancorp position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,047 CU Bancorp shares in Q1 2015, an estimated $67.
  • B. Riley Wealth Advisors first reported a position in CU Bancorp in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CU Bancorp position peaked at $60.3K in Q2 2014.
  • 60 funds tracked by Wall St. Rank held CU Bancorp as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.