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Greenleaf Trust’s Bankunited BKU Stock Holding History

Greenleaf Trust’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
2016
Q2 		– Sell
-441,099
Closed -$15.2M – 174
2016
Q1 		$15.2M Sell
441,099
-42,200
-9% -$1.41M 0.41% 14
2015
Q4 		$17.4M Buy
483,299
+1,800
+0.4% +$66.9K 0.53% 14
2015
Q3 		$17.2M Buy
481,499
+9,696
+2% +$350K 0.51% 15
2015
Q2 		$17M Buy
471,803
+11,205
+2% +$382K 0.49% 19
2015
Q1 		$15.1M Buy
460,598
+36,130
+9% +$1.11M 0.45% 20
2014
Q4 		$12.3M Buy
424,468
+20,157
+5% +$595K 0.36% 28
2014
Q3 		$12.3M Buy
404,311
+21,235
+6% +$676K 0.41% 27
2014
Q2 		$12.8M Buy
+383,076
New +$12.7M 0.41% 27

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenleaf Trust's BKU Position: Q2 2016 in Review

Greenleaf Trust sold out of Bankunited (BKU) in Q2 2016, closing a stake of 441,099 shares — an estimated $15.2M sold.

Greenleaf Trust first reported a position in BKU in Q2 2014 and held it in 8 quarters. The position peaked at $17.4M in Q4 2015. 241 funds tracked by Wall St. Rank hold BKU as of Q2 2016.

  • Greenleaf Trust reported no remaining Bankunited position as of Q2 2016 after selling out during the quarter.
  • Greenleaf Trust sold 441,099 Bankunited shares in Q2 2016, an estimated $15.2M.
  • Greenleaf Trust first reported a position in Bankunited in Q2 2014 and held it in 8 quarters.
  • Greenleaf Trust's Bankunited position peaked at $17.4M in Q4 2015.
  • 241 funds tracked by Wall St. Rank held Bankunited as of Q2 2016.

Based on Greenleaf Trust's 13F filing for Q2 2016, filed 28 Jul 2016.