EWA
CUNB

EP Wealth Advisors’s CU Bancorp CUNB Stock Holding History

EP Wealth Advisors’s Portfolio CUNB Stock Details CUNB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
2017
Q3 		$229K Sell
2017
Q2 		$358K Hold
2017
Q1 		$393K Buy
2016
Q4 		– Sell
2016
Q3 		$221K Hold
2016
Q2 		$221K Hold
2016
Q1 		$205K Hold
2015
Q4 		$246K Buy
2013
Q3 		– Sell
2013
Q2 		$191K Buy