EWA
CUNB

EP Wealth Advisors’s CU Bancorp CUNB Stock Holding History

EP 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
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