WT
CUNB

Whittier Trust’s CU Bancorp CUNB Stock Holding History

Whittier Trust’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
-14,575
Closed -$565K – 1394
2017
Q3 		$565K Hold
14,575
– – 0.02% 344
2017
Q2 		$527K Sell
14,575
-2,702
-16% -$100K 0.02% 336
2017
Q1 		$685K Buy
17,277
+11,277
+188% +$423K 0.03% 308
2016
Q4 		$215K Buy
+6,000
New +$164K 0.01% 456

Whittier Trust's CUNB Position: Q4 2017 in Review

Whittier Trust sold out of CU Bancorp (CUNB) in Q4 2017, closing a stake of 14,575 shares — an estimated $565K sold.

Whittier Trust first reported a position in CUNB in Q4 2016 and held it in 4 quarters. The position peaked at $685K in Q1 2017. 0 funds tracked by Wall St. Rank hold CUNB as of Q4 2017.

  • Whittier Trust reported no remaining CU Bancorp position as of Q4 2017 after selling out during the quarter.
  • Whittier Trust sold 14,575 CU Bancorp shares in Q4 2017, an estimated $565K.
  • Whittier Trust first reported a position in CU Bancorp in Q4 2016 and held it in 4 quarters.
  • Whittier Trust's CU Bancorp position peaked at $685K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held CU Bancorp as of Q4 2017.

Based on Whittier Trust's 13F filing for Q4 2017, filed 7 Feb 2018.