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	-5,906	Closed	-$229K	–	206
2017 Q3	$229K	Sell	5,906 -4,000	-40%	-$146K	0.03%	159
2017 Q2	$358K	Hold	9,906	–	–	0.04%	122
2017 Q1	$393K	Buy	+9,906	New	+$371K	0.05%	98
2016 Q4	–	Sell	-9,706	Closed	-$221K	–	157
2016 Q3	$221K	Hold	9,706	–	–	0.03%	127
2016 Q2	$221K	Hold	9,706	–	–	0.04%	119
2016 Q1	$205K	Hold	9,706	–	–	0.03%	130
2015 Q4	$246K	Buy	+9,706	New	+$243K	0.04%	125
2013 Q3	–	Sell	-12,106	Closed	-$191K	–	108
2013 Q2	$191K	Buy	+12,106	New	+$175K	0.07%	76

EP Wealth Advisors's CUNB Position: Q4 2017 in Review

EP Wealth Advisors sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 5,906 shares — an estimated $229K sold.

EP Wealth Advisors first reported a position in CUNB in Q2 2013 and held it in 8 quarters. The position peaked at $393K in Q1 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

EP Wealth Advisors reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
EP Wealth Advisors sold 5,906 CU Bancorp shares in Q4 2017, an estimated $229K.
EP Wealth Advisors first reported a position in CU Bancorp in Q2 2013 and held it in 8 quarters.
EP Wealth Advisors's CU Bancorp position peaked at $393K in Q1 2017.
0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

Based on EP Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.