ClearBridge Investments
BKU icon

ClearBridge Investments’s Bankunited BKU Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-53,412
Closed -$1.9M – 1181
2017
Q3 		$1.9M Hold
53,412
– – ﹤0.01% 594
2017
Q2 		$1.8M Sell
53,412
-45,904
-46% -$1.59M ﹤0.01% 592
2017
Q1 		$3.71M Hold
99,316
– – ﹤0.01% 542
2016
Q4 		$3.74M Hold
99,316
– – ﹤0.01% 559
2016
Q3 		$3M Sell
99,316
-38,238
-28% -$1.17M ﹤0.01% 580
2016
Q2 		$4.23M Buy
137,554
+88
+0.1% +$2.93K 0.01% 553
2016
Q1 		$4.73M Buy
137,466
+1,833
+1% +$61.3K 0.01% 538
2015
Q4 		$4.89M Sell
135,633
-87,759
-39% -$3.26M 0.01% 556
2015
Q3 		$7.99M Buy
223,392
+8,231
+4% +$297K 0.01% 513
2015
Q2 		$7.73M Sell
215,161
-155,092
-42% -$5.29M 0.01% 524
2015
Q1 		$12.1M Buy
370,253
+37,443
+11% +$1.15M 0.01% 484
2014
Q4 		$9.64M Buy
332,810
+15,740
+5% +$465K 0.01% 522
2014
Q3 		$9.67M Buy
317,070
+13,320
+4% +$424K 0.01% 523
2014
Q2 		$10.2M Buy
303,750
+19,010
+7% +$631K 0.01% 515
2014
Q1 		$9.9M Buy
284,740
+132,630
+87% +$4.34M 0.01% 500
2013
Q4 		$5.01M Buy
152,110
+8,950
+6% +$284K 0.01% 577
2013
Q3 		$4.46M Buy
143,160
+13,450
+10% +$400K 0.01% 576
2013
Q2 		$3.37M Buy
+129,710
New +$3.28M 0.01% 588

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 $16B AUM 4.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ClearBridge Investments's BKU Position: Q4 2017 in Review

ClearBridge Investments sold out of Bankunited (BKU) in Q4 2017, closing a stake of 53,412 shares — an estimated $1.9M sold.

ClearBridge Investments first reported a position in BKU in Q2 2013 and held it in 18 quarters. The position peaked at $12.1M in Q1 2015. 245 funds tracked by Wall St. Rank hold BKU as of Q4 2017.

  • ClearBridge Investments reported no remaining Bankunited position as of Q4 2017 after selling out during the quarter.
  • ClearBridge Investments sold 53,412 Bankunited shares in Q4 2017, an estimated $1.9M.
  • ClearBridge Investments first reported a position in Bankunited in Q2 2013 and held it in 18 quarters.
  • ClearBridge Investments's Bankunited position peaked at $12.1M in Q1 2015.
  • 245 funds tracked by Wall St. Rank held Bankunited as of Q4 2017.

Based on ClearBridge Investments's 13F filing for Q4 2017, filed 14 Feb 2018.