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Evercore Wealth Management’s Bankunited BKU Stock Holding History

Evercore Wealth 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
2018
Q3 		– Sell
-12,000
Closed -$490K – 426
2018
Q2 		$490K Hold
12,000
– – 0.02% 272
2018
Q1 		$480K Buy
+12,000
New +$496K 0.02% 247

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evercore Wealth Management's BKU Position: Q3 2018 in Review

Evercore Wealth Management sold out of Bankunited (BKU) in Q3 2018, closing a stake of 12,000 shares — an estimated $490K sold.

Evercore Wealth Management first reported a position in BKU in Q1 2018 and held it in 2 quarters. The position peaked at $490K in Q2 2018. 288 funds tracked by Wall St. Rank hold BKU as of Q3 2018.

  • Evercore Wealth Management reported no remaining Bankunited position as of Q3 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 12,000 Bankunited shares in Q3 2018, an estimated $490K.
  • Evercore Wealth Management first reported a position in Bankunited in Q1 2018 and held it in 2 quarters.
  • Evercore Wealth Management's Bankunited position peaked at $490K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.