UBS Group
CFNB

UBS Group’s California First National Banc CFNB Stock Holding History

UBS Group’s Portfolio CFNB Stock Details CFNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-167
Closed -$3K – 8397
2017
Q3 		$3K Buy
167
+67
+67% +$1.11K ﹤0.01% 7441
2017
Q2 		$2K Sell
100
-304
-75% -$5.17K ﹤0.01% 7447
2017
Q1 		$7K Sell
404
-1,261
-76% -$20K ﹤0.01% 6864
2016
Q4 		$26K Buy
1,665
+317
+24% +$4.71K ﹤0.01% 6361
2016
Q3 		$18K Sell
1,348
-1,253
-48% -$18.4K ﹤0.01% 6413
2016
Q2 		$38K Sell
2,601
-2,068
-44% -$29.8K ﹤0.01% 5751
2016
Q1 		$61K Buy
4,669
+3,296
+240% +$43.9K ﹤0.01% 5345
2015
Q4 		$18K Sell
1,373
-695
-34% -$9.31K ﹤0.01% 6887
2015
Q3 		$27K Buy
2,068
+900
+77% +$12K ﹤0.01% 6421
2015
Q2 		$16K Sell
1,168
-1,573
-57% -$21.3K ﹤0.01% 7101
2015
Q1 		$38K Buy
2,741
+1,036
+61% +$14.5K ﹤0.01% 6311
2014
Q4 		$24K Buy
+1,705
New +$24.9K ﹤0.01% 7413

Other funds holding CFNB

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

UBS Group's CFNB Position: Q4 2017 in Review

UBS Group sold out of California First National Banc (CFNB) in Q4 2017, closing a stake of 167 shares — an estimated $3K sold.

UBS Group first reported a position in CFNB in Q4 2014 and held it in 12 quarters. The position peaked at $61K in Q1 2016. 4 funds tracked by Wall St. Rank hold CFNB as of Q4 2017.

  • UBS Group reported no remaining California First National Banc position as of Q4 2017 after selling out during the quarter.
  • UBS Group sold 167 California First National Banc shares in Q4 2017, an estimated $3K.
  • UBS Group first reported a position in California First National Banc in Q4 2014 and held it in 12 quarters.
  • UBS Group's California First National Banc position peaked at $61K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held California First National Banc as of Q4 2017.

Based on UBS Group's 13F filing for Q4 2017, filed 14 Feb 2018.