Cerity Partners’s CU Bancorp CUNB Stock Holding History

Cerity Partners’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
2017 Q4	–	Sell	-8,900	Closed	-$345K	–	608
2017 Q3	$345K	Buy	+8,900	New	+$324K	0.02%	399

Cerity Partners's CUNB Position: Q4 2017 in Review

Cerity Partners sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 8,900 shares — an estimated $345K sold.

Cerity Partners first reported a position in CUNB in Q3 2017 and held it in 1 quarter. The position peaked at $345K in Q3 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

Cerity Partners reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
Cerity Partners sold 8,900 CU Bancorp shares in Q4 2017, an estimated $345K.
Cerity Partners first reported a position in CU Bancorp in Q3 2017 and held it in 1 quarter.
Cerity Partners's CU Bancorp position peaked at $345K in Q3 2017.
0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

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