ACS
BKU icon

Archford Capital Strategies’s Bankunited BKU Stock Holding History

Archford Capital Strategies’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
2018
Q3 		– Sell
-73
Closed -$3K – 544
2018
Q2 		$3K Hold
73
– – ﹤0.01% 519
2018
Q1 		$3K Buy
+73
New +$3.02K ﹤0.01% 446
2017
Q2 		– Sell
-73
Closed -$3K – 251
2017
Q1 		$3K Hold
73
– – ﹤0.01% 528
2016
Q4 		$2K Hold
73
– – ﹤0.01% 499
2016
Q3 		$2K Sell
73
-73
-50% -$2.24K ﹤0.01% 517
2016
Q2 		$4K Buy
+146
New +$4.86K ﹤0.01% 503
2016
Q1 		– Sell
-106
Closed -$4K – 230
2015
Q4 		$4K Buy
+106
New +$3.94K ﹤0.01% 588

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's BKU Position: Q3 2018 in Review

Archford Capital Strategies sold out of Bankunited (BKU) in Q3 2018, closing a stake of 73 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in BKU in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2016. 288 funds tracked by Wall St. Rank hold BKU as of Q3 2018.

  • Archford Capital Strategies reported no remaining Bankunited position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 73 Bankunited shares in Q3 2018, an estimated $3K.
  • Archford Capital Strategies first reported a position in Bankunited in Q4 2015 and held it in 7 quarters.
  • Archford Capital Strategies's Bankunited position peaked at $4K in Q2 2016.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.