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Global Wealth Management Investment Advisory’s Bankunited BKU Stock Holding History

Global Wealth Management 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
Q3 		– Sell
-12
Closed – – 462
2020
Q2 		$0 Hold
12
– – ﹤0.01% 600
2020
Q1 		$0 Sell
12
-11
-48% -$329 ﹤0.01% 591
2019
Q4 		$1K Buy
23
+11
+92% +$383 ﹤0.01% 542
2019
Q3 		$0 Sell
12
-78
-87% -$2.55K ﹤0.01% 631
2019
Q2 		$3K Buy
+90
New +$3.1K ﹤0.01% 489

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
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
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

Global Wealth Management Investment Advisory's BKU Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Bankunited (BKU) in Q3 2020, closing a stake of 12 shares.

Global Wealth Management Investment Advisory first reported a position in BKU in Q2 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 195 funds tracked by Wall St. Rank hold BKU as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Bankunited position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 12 Bankunited shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Bankunited in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Bankunited position peaked at $3K in Q2 2019.
  • 195 funds tracked by Wall St. Rank held Bankunited as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.