Capital Bank & Trust’s Bankunited BKU Stock Holding History

Capital Bank & Trust’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	-4,000	Closed	-$146K	–	705
2019 Q4	$146K	Hold	4,000	–	–	﹤0.01%	338
2019 Q3	$134K	Hold	4,000	–	–	﹤0.01%	339
2019 Q2	$135K	Hold	4,000	–	–	﹤0.01%	339
2019 Q1	$134K	Hold	4,000	–	–	﹤0.01%	311
2018 Q4	$120K	Hold	4,000	–	–	﹤0.01%	336
2018 Q3	$142K	Hold	4,000	–	–	﹤0.01%	323
2018 Q2	$163K	Hold	4,000	–	–	﹤0.01%	297
2018 Q1	$160K	Hold	4,000	–	–	﹤0.01%	281
2017 Q4	$163K	Hold	4,000	–	–	﹤0.01%	297
2017 Q3	$142K	Hold	4,000	–	–	﹤0.01%	294
2017 Q2	$135K	Buy	+4,000	New	+$138K	﹤0.01%	281

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

Capital Bank & Trust's BKU Position: Q1 2020 in Review

Capital Bank & Trust sold out of Bankunited (BKU) in Q1 2020, closing a stake of 4,000 shares — an estimated $146K sold.

Capital Bank & Trust first reported a position in BKU in Q2 2017 and held it in 11 quarters. The position peaked at $163K in Q2 2018. 208 funds tracked by Wall St. Rank hold BKU as of Q1 2020.

Capital Bank & Trust reported no remaining Bankunited position as of Q1 2020 after selling out during the quarter.
Capital Bank & Trust sold 4,000 Bankunited shares in Q1 2020, an estimated $146K.
Capital Bank & Trust first reported a position in Bankunited in Q2 2017 and held it in 11 quarters.
Capital Bank & Trust's Bankunited position peaked at $163K in Q2 2018.
208 funds tracked by Wall St. Rank held Bankunited as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.