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CSat Investment Advisory’s Bankunited BKU Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-329
Closed -$6K – 1106
2020
Q1 		$6K Buy
329
+67
+26% +$2K ﹤0.01% 1000
2019
Q4 		$10K Buy
262
+32
+14% +$1.11K ﹤0.01% 978
2019
Q3 		$8K Buy
230
+32
+16% +$1.04K ﹤0.01% 978
2019
Q2 		$7K Buy
+198
New +$6.83K ﹤0.01% 986

Other funds holding BKU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

CSat Investment Advisory's BKU Position: Q2 2020 in Review

CSat Investment Advisory sold out of Bankunited (BKU) in Q2 2020, closing a stake of 329 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in BKU in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 192 funds tracked by Wall St. Rank hold BKU as of Q2 2020.

  • CSat Investment Advisory reported no remaining Bankunited position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 329 Bankunited shares in Q2 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Bankunited in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Bankunited position peaked at $10K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Bankunited as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.