CA Family Wealth’s Bankunited BKU Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-8,090	Closed	-$296K	–	58
2019 Q4	$296K	Buy	+8,090	New	+$282K	0.2%	68

Other funds holding BKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CA Family Wealth's BKU Position: Q1 2020 in Review

CA Family Wealth sold out of Bankunited (BKU) in Q1 2020, closing a stake of 8,090 shares — an estimated $296K sold.

CA Family Wealth first reported a position in BKU in Q4 2019 and held it in 1 quarter. The position peaked at $296K in Q4 2019. 208 funds tracked by Wall St. Rank hold BKU as of Q1 2020.

CA Family Wealth reported no remaining Bankunited position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 8,090 Bankunited shares in Q1 2020, an estimated $296K.
CA Family Wealth first reported a position in Bankunited in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Bankunited position peaked at $296K in Q4 2019.
208 funds tracked by Wall St. Rank held Bankunited as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.