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Avantax Planning Partners’s Bankunited BKU Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-194
Closed -$7K – 389
2018
Q3 		$7K Buy
+194
New +$7.64K ﹤0.01% 965
2018
Q2 		– Sell
-223
Closed -$9K – 386
2018
Q1 		$9K Buy
+223
New +$9.21K ﹤0.01% 1087

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's BKU Position: Q4 2018 in Review

Avantax Planning Partners sold out of Bankunited (BKU) in Q4 2018, closing a stake of 194 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in BKU in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 252 funds tracked by Wall St. Rank hold BKU as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bankunited position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 194 Bankunited shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Bankunited in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Bankunited position peaked at $9K in Q1 2018.
  • 252 funds tracked by Wall St. Rank held Bankunited as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.