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Boston Family Office’s Bankunited BKU Stock Holding History

Boston Family Office’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
2017
Q4 		– Sell
-84,522
Closed -$3.01M – 261
2017
Q3 		$3.01M Sell
84,522
-116,127
-58% -$3.9M 0.34% 90
2017
Q2 		$6.76M Sell
200,649
-11,428
-5% -$395K 0.8% 44
2017
Q1 		$7.91M Sell
212,077
-1,149
-0.5% -$43.7K 0.97% 32
2016
Q4 		$8.04M Buy
213,226
+975
+0.5% +$32.5K 1.04% 29
2016
Q3 		$6.41M Buy
212,251
+45,708
+27% +$1.4M 0.83% 36
2016
Q2 		$5.12M Buy
166,543
+59,541
+56% +$1.98M 0.66% 49
2016
Q1 		$3.69M Buy
107,002
+14,279
+15% +$478K 0.49% 69
2015
Q4 		$3.34M Buy
92,723
+325
+0.4% +$12.1K 0.46% 72
2015
Q3 		$3.3M Buy
92,398
+264
+0.3% +$9.53K 0.46% 72
2015
Q2 		$3.31M Buy
92,134
+27,314
+42% +$932K 0.42% 80
2015
Q1 		$2.12M Buy
64,820
+20,025
+45% +$615K 0.26% 99
2014
Q4 		$1.3M Buy
44,795
+800
+2% +$23.6K 0.16% 133
2014
Q3 		$1.34M Buy
43,995
+1,750
+4% +$55.7K 0.17% 127
2014
Q2 		$1.41M Buy
42,245
+3,850
+10% +$128K 0.18% 124
2014
Q1 		$1.33M Hold
38,395
– – 0.18% 126
2013
Q4 		$1.26M Buy
38,395
+1,150
+3% +$36.5K 0.17% 131
2013
Q3 		$1.16M Sell
37,245
-350
-0.9% -$10.4K 0.17% 127
2013
Q2 		$978K Buy
+37,595
New +$950K 0.15% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Boston Family Office's BKU Position: Q4 2017 in Review

Boston Family Office sold out of Bankunited (BKU) in Q4 2017, closing a stake of 84,522 shares — an estimated $3.01M sold.

Boston Family Office first reported a position in BKU in Q2 2013 and held it in 18 quarters. The position peaked at $8.04M in Q4 2016. 245 funds tracked by Wall St. Rank hold BKU as of Q4 2017.

  • Boston Family Office reported no remaining Bankunited position as of Q4 2017 after selling out during the quarter.
  • Boston Family Office sold 84,522 Bankunited shares in Q4 2017, an estimated $3.01M.
  • Boston Family Office first reported a position in Bankunited in Q2 2013 and held it in 18 quarters.
  • Boston Family Office's Bankunited position peaked at $8.04M in Q4 2016.
  • 245 funds tracked by Wall St. Rank held Bankunited as of Q4 2017.

Based on Boston Family Office's 13F filing for Q4 2017, filed 6 Feb 2018.