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Calvert Investment Management’s Bankunited BKU Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-7,600
Closed -$286K – 91
2016
Q4 		$286K Sell
7,600
-941
-11% -$31.4K 0.01% 681
2016
Q3 		$258K Buy
8,541
+51
+0.6% +$1.56K 0.01% 699
2016
Q2 		$261K Buy
8,490
+731
+9% +$24.3K 0.01% 663
2016
Q1 		$267K Buy
7,759
+515
+7% +$17.2K 0.01% 635
2015
Q4 		$261K Buy
+7,244
New +$269K 0.01% 604

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 $12.5B AUM 7.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Calvert Investment Management's BKU Position: Q1 2017 in Review

Calvert Investment Management sold out of Bankunited (BKU) in Q1 2017, closing a stake of 7,600 shares — an estimated $286K sold.

Calvert Investment Management first reported a position in BKU in Q4 2015 and held it in 5 quarters. The position peaked at $286K in Q4 2016. 250 funds tracked by Wall St. Rank hold BKU as of Q1 2017.

  • Calvert Investment Management reported no remaining Bankunited position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 7,600 Bankunited shares in Q1 2017, an estimated $286K.
  • Calvert Investment Management first reported a position in Bankunited in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Bankunited position peaked at $286K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held Bankunited as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.