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Advisor Group’s Bankunited BKU Stock Holding History

Advisor Group’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$34K Sell
940
-73
-7% -$2.54K ﹤0.01% 3659
2019
Q3 		$34K Sell
1,013
-28
-3% -$914 ﹤0.01% 3649
2019
Q2 		$35K Buy
1,041
+90
+9% +$3.1K ﹤0.01% 3599
2019
Q1 		$31K Buy
951
+107
+13% +$3.69K ﹤0.01% 3700
2018
Q4 		$25K Sell
844
-1,755
-68% -$57.2K ﹤0.01% 3650
2018
Q3 		$92K Buy
2,599
+225
+9% +$8.86K ﹤0.01% 2815
2018
Q2 		$97K Sell
2,374
-34
-1% -$1.41K ﹤0.01% 2543
2018
Q1 		$96K Sell
2,408
-132
-5% -$5.45K ﹤0.01% 2588
2017
Q4 		$103K Buy
2,540
+215
+9% +$7.83K ﹤0.01% 2545
2017
Q3 		$82K Buy
2,325
+65
+3% +$2.18K ﹤0.01% 2570
2017
Q2 		$76K Sell
2,260
-143
-6% -$4.94K ﹤0.01% 2525
2017
Q1 		$90K Sell
2,403
-21
-0.9% -$799 ﹤0.01% 2236
2016
Q4 		$91K Sell
2,424
-243
-9% -$8.1K ﹤0.01% 2132
2016
Q3 		$80K Sell
2,667
-155
-5% -$4.75K ﹤0.01% 2155
2016
Q2 		$84K Buy
+2,822
New +$93.9K ﹤0.01% 2046

Other funds holding BKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Advisor Group's BKU Position: Q4 2019 in Review

Advisor Group reduced its Bankunited (BKU) stake by 7.2% in Q4 2019, selling an estimated $2.54K and leaving 940 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Advisor Group first reported a position in BKU in Q2 2016 and has held it in 15 quarters since. The position peaked at $103K in Q4 2017. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

  • Advisor Group held 940 shares of Bankunited worth $34K as of Q4 2019.
  • Advisor Group sold 73 Bankunited shares in Q4 2019, an estimated $2.54K.
  • Bankunited made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3659 holding.
  • Advisor Group first reported a position in Bankunited in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Bankunited position peaked at $103K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.