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Calamos Wealth Management’s Bankunited BKU Stock Holding History

Calamos Wealth Management’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
-30,644
Closed -$888K – 234
2014
Q4 		$888K Sell
30,644
-2,404
-7% -$71K 0.25% 138
2014
Q3 		$1.01M Buy
+33,048
New +$1.05M 0.29% 117

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

Calamos Wealth Management's BKU Position: Q1 2015 in Review

Calamos Wealth Management sold out of Bankunited (BKU) in Q1 2015, closing a stake of 30,644 shares — an estimated $888K sold.

Calamos Wealth Management first reported a position in BKU in Q3 2014 and held it in 2 quarters. The position peaked at $1.01M in Q3 2014. 207 funds tracked by Wall St. Rank hold BKU as of Q1 2015.

  • Calamos Wealth Management reported no remaining Bankunited position as of Q1 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 30,644 Bankunited shares in Q1 2015, an estimated $888K.
  • Calamos Wealth Management first reported a position in Bankunited in Q3 2014 and held it in 2 quarters.
  • Calamos Wealth Management's Bankunited position peaked at $1.01M in Q3 2014.
  • 207 funds tracked by Wall St. Rank held Bankunited as of Q1 2015.

Based on Calamos Wealth Management's 13F filing for Q1 2015, filed 12 May 2015.