Morgan Stanley’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 |
-55,439
| Closed | -$2.15M | – | 6841 |
|
|
2017
Q3 | $2.15M | Buy |
55,439
+23,204
| +72% | +$844K | ﹤0.01% | 3819 |
|
|
2017
Q2 | $1.17M | Buy |
32,235
+10,787
| +50% | +$400K | ﹤0.01% | 4257 |
|
|
2017
Q1 | $851K | Sell |
21,448
-25,902
| -55% | -$971K | ﹤0.01% | 4495 |
|
|
2016
Q4 | $1.7M | Buy |
47,350
+44,288
| +1,446% | +$1.21M | ﹤0.01% | 4068 |
|
|
2016
Q3 | $70K | Buy |
3,062
+162
| +6% | +$3.89K | ﹤0.01% | 5459 |
|
|
2016
Q2 | $66K | Sell |
2,900
-27,544
| -90% | -$621K | ﹤0.01% | 5428 |
|
|
2016
Q1 | $645K | Buy |
30,444
+17,575
| +137% | +$393K | ﹤0.01% | 4261 |
|
|
2015
Q4 | $326K | Buy |
12,869
+8,947
| +228% | +$224K | ﹤0.01% | 4820 |
|
|
2015
Q3 | $88K | Sell |
3,922
-8,716
| -69% | -$193K | ﹤0.01% | 5477 |
|
|
2015
Q2 | $280K | Buy |
12,638
+9,921
| +365% | +$214K | ﹤0.01% | 5075 |
|
|
2015
Q1 | $62K | Sell |
2,717
-5,947
| -69% | -$126K | ﹤0.01% | 5719 |
|
|
2014
Q4 | $188K | Sell |
8,664
-35,071
| -80% | -$692K | ﹤0.01% | 5273 |
|
|
2014
Q3 | $822K | Buy |
43,735
+12,274
| +39% | +$229K | ﹤0.01% | 4210 |
|
|
2014
Q2 | $600K | Buy |
31,461
+4,233
| +16% | +$78.3K | ﹤0.01% | 4449 |
|
|
2014
Q1 | $501K | Buy |
27,228
+23,034
| +549% | +$412K | ﹤0.01% | 4549 |
|
|
2013
Q4 | $73K | Buy |
+4,194
| New | +$76.2K | ﹤0.01% | 5467 |
|
Morgan Stanley's CUNB Position: Q4 2017 in Review
Morgan Stanley sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 55,439 shares — an estimated $2.15M sold.
Morgan Stanley first reported a position in CUNB in Q4 2013 and held it in 16 quarters. The position peaked at $2.15M in Q3 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.
- Morgan Stanley reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
- Morgan Stanley sold 55,439 CU Bancorp shares in Q4 2017, an estimated $2.15M.
- Morgan Stanley first reported a position in CU Bancorp in Q4 2013 and held it in 16 quarters.
- Morgan Stanley's CU Bancorp position peaked at $2.15M in Q3 2017.
- 0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.
Based on Morgan Stanley's 13F filing for Q4 2017, filed 14 Feb 2018.