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Gupta Wealth Management’s Bankunited BKU Stock Holding History

Gupta 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
2016
Q1 		$11K Buy
315
+20
+7% +$669 ﹤0.01% 836
2015
Q4 		$11K Hold
295
– – ﹤0.01% 849
2015
Q3 		$11K Hold
295
– – ﹤0.01% 878
2015
Q2 		$11K Buy
+295
New +$10.1K ﹤0.01% 870

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's BKU Position: Q1 2016 in Review

Gupta Wealth Management increased its Bankunited (BKU) stake by 6.8% in Q1 2016, buying an estimated $669 and bringing the position to 315 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Gupta Wealth Management first reported a position in BKU in Q2 2015 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold BKU as of Q1 2016.

  • Gupta Wealth Management held 315 shares of Bankunited worth $11K as of Q1 2016.
  • Gupta Wealth Management bought 20 Bankunited shares in Q1 2016, an estimated $669.
  • Bankunited made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #836 holding.
  • Gupta Wealth Management first reported a position in Bankunited in Q2 2015 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Bankunited as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.