CI Investments Inc
BKU icon

CI Investments Inc’s Bankunited BKU Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-747
Closed -$16K – 967
2020
Q3 		$16K Buy
+747
New +$15.8K ﹤0.01% 878
2019
Q2 		– Sell
-306,637
Closed -$10.2M – 312
2019
Q1 		$10.2M Sell
306,637
-266,663
-47% -$9.19M 0.06% 201
2018
Q4 		$17.2M Buy
573,300
+59,100
+11% +$1.93M 0.11% 161
2018
Q3 		$18.2M Buy
514,200
+184,300
+56% +$7.26M 0.14% 153
2018
Q2 		$13.5M Sell
329,900
-43,300
-12% -$1.8M 0.11% 166
2018
Q1 		$14.9M Buy
373,200
+360,200
+2,771% +$14.9M 0.17% 106
2017
Q4 		$529K Buy
+13,000
New +$473K 0.01% 179

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CI Investments Inc's BKU Position: Q4 2020 in Review

CI Investments Inc sold out of Bankunited (BKU) in Q4 2020, closing a stake of 747 shares — an estimated $16K sold.

CI Investments Inc first reported a position in BKU in Q4 2017 and held it in 7 quarters. The position peaked at $18.2M in Q3 2018. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

  • CI Investments Inc reported no remaining Bankunited position as of Q4 2020 after selling out during the quarter.
  • CI Investments Inc sold 747 Bankunited shares in Q4 2020, an estimated $16K.
  • CI Investments Inc first reported a position in Bankunited in Q4 2017 and held it in 7 quarters.
  • CI Investments Inc's Bankunited position peaked at $18.2M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on CI Investments Inc's 13F filing for Q4 2020, filed 9 Feb 2021.