United Capital Financial Advisors’s CU Bancorp CUNB Stock Holding History

United Capital Financial 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	-9,271	Closed	-$359K	–	1385
2017 Q3	$359K	Buy	+9,271	New	+$337K	﹤0.01%	1056

United Capital Financial Advisors's CUNB Position: Q4 2017 in Review

United Capital Financial Advisors sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 9,271 shares — an estimated $359K sold.

United Capital Financial Advisors first reported a position in CUNB in Q3 2017 and held it in 1 quarter. The position peaked at $359K in Q3 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

United Capital Financial Advisors reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 9,271 CU Bancorp shares in Q4 2017, an estimated $359K.
United Capital Financial Advisors first reported a position in CU Bancorp in Q3 2017 and held it in 1 quarter.
United Capital Financial Advisors's CU Bancorp position peaked at $359K in Q3 2017.
0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.