OTA Financial Group’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
-11,015
Closed -$427K 96
2017
Q3
$427K Buy
+11,015
New +$401K 0.24% 41

OTA Financial Group's CUNB Position: Q4 2017 in Review

OTA Financial Group sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 11,015 shares — an estimated $427K sold.

OTA Financial Group first reported a position in CUNB in Q3 2017 and held it in 1 quarter. The position peaked at $427K in Q3 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

  • OTA Financial Group reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
  • OTA Financial Group sold 11,015 CU Bancorp shares in Q4 2017, an estimated $427K.
  • OTA Financial Group first reported a position in CU Bancorp in Q3 2017 and held it in 1 quarter.
  • OTA Financial Group's CU Bancorp position peaked at $427K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

Based on OTA Financial Group's 13F filing for Q4 2017, filed 22 Feb 2018.