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B. Riley Wealth Advisors’s Bankunited BKU Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-414
Closed -$12 – 725
2014
Q4 		$12 Buy
+414
New +$12.2K ﹤0.01% 2769
2014
Q3 		– Sell
-411
Closed -$13.8K – 782
2014
Q2 		$13.8K Buy
+411
New +$13.6K ﹤0.01% 1640

Other funds holding BKU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

B. Riley Wealth Advisors's BKU Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Bankunited (BKU) in Q1 2015, closing a stake of 414 shares — an estimated $12 sold.

B. Riley Wealth Advisors first reported a position in BKU in Q2 2014 and held it in 2 quarters. The position peaked at $13.8K in Q2 2014. 207 funds tracked by Wall St. Rank hold BKU as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Bankunited position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 414 Bankunited shares in Q1 2015, an estimated $12.
  • B. Riley Wealth Advisors first reported a position in Bankunited in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Bankunited position peaked at $13.8K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held Bankunited as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.