Ladenburg Thalmann Financial Services’s CU Bancorp CUNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,663
| Closed | -$297K | – | 5255 |
|
|
2017
Q3 | $297K | Buy |
7,663
+1,475
| +24% | +$53.7K | ﹤0.01% | 1804 |
|
|
2017
Q2 | $224K | Hold |
6,188
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q1 | $245K | Hold |
6,188
| – | – | ﹤0.01% | 1768 |
|
|
2016
Q4 | $222K | Hold |
6,188
| – | – | ﹤0.01% | 1749 |
|
|
2016
Q3 | $141K | Hold |
6,188
| – | – | ﹤0.01% | 2000 |
|
|
2016
Q2 | $141K | Hold |
6,188
| – | – | ﹤0.01% | 1912 |
|
|
2016
Q1 | $131K | Hold |
6,188
| – | – | ﹤0.01% | 1886 |
|
|
2015
Q4 | $157K | Sell |
6,188
-5,913
| -49% | -$148K | ﹤0.01% | 1747 |
|
|
2015
Q3 | $272K | Hold |
12,101
| – | – | 0.01% | 1276 |
|
|
2015
Q2 | $268K | Hold |
12,101
| – | – | 0.01% | 1401 |
|
|
2015
Q1 | $275K | Hold |
12,101
| – | – | 0.01% | 1360 |
|
|
2014
Q4 | $262K | Hold |
12,101
| – | – | 0.01% | 1256 |
|
|
2014
Q3 | $227K | Buy |
12,101
+6,188
| +105% | +$115K | 0.01% | 1156 |
|
|
2014
Q2 | $113K | Hold |
5,913
| – | – | ﹤0.01% | 1528 |
|
|
2014
Q1 | $109K | Hold |
5,913
| – | – | ﹤0.01% | 1466 |
|
|
2013
Q4 | $103K | Hold |
5,913
| – | – | ﹤0.01% | 1470 |
|
|
2013
Q3 | $108K | Sell |
5,913
-13,521
| -70% | -$235K | ﹤0.01% | 1356 |
|
|
2013
Q2 | $307K | Buy |
+19,434
| New | +$280K | 0.01% | 803 |
|
Ladenburg Thalmann Financial Services's CUNB Position: Q4 2017 in Review
Ladenburg Thalmann Financial Services sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 7,663 shares — an estimated $297K sold.
Ladenburg Thalmann Financial Services first reported a position in CUNB in Q2 2013 and held it in 18 quarters. The position peaked at $307K in Q2 2013. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.
- Ladenburg Thalmann Financial Services reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
- Ladenburg Thalmann Financial Services sold 7,663 CU Bancorp shares in Q4 2017, an estimated $297K.
- Ladenburg Thalmann Financial Services first reported a position in CU Bancorp in Q2 2013 and held it in 18 quarters.
- Ladenburg Thalmann Financial Services's CU Bancorp position peaked at $307K in Q2 2013.
- 0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.
Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.