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First Personal Financial Services’s Bankunited BKU Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-78
Closed -$3K – 832
2017
Q2 		$3K Hold
78
– – ﹤0.01% 819
2017
Q1 		$3K Buy
+78
New +$2.97K ﹤0.01% 821
2016
Q3 		– Sell
-45
Closed -$1K – 803
2016
Q2 		$1K Buy
+45
New +$1.5K ﹤0.01% 784

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Personal Financial Services's BKU Position: Q3 2017 in Review

First Personal Financial Services sold out of Bankunited (BKU) in Q3 2017, closing a stake of 78 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in BKU in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 246 funds tracked by Wall St. Rank hold BKU as of Q3 2017.

  • First Personal Financial Services reported no remaining Bankunited position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 78 Bankunited shares in Q3 2017, an estimated $3K.
  • First Personal Financial Services first reported a position in Bankunited in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's Bankunited position peaked at $3K in Q2 2017.
  • 246 funds tracked by Wall St. Rank held Bankunited as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.