IRF
BKU icon

IBM Retirement Fund’s Bankunited BKU Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-8,008
Closed -$302K – 398
2016
Q4 		$302K Sell
8,008
-1,552
-16% -$51.7K 0.01% 774
2016
Q3 		$289K Sell
9,560
-464
-5% -$14.2K 0.01% 847
2016
Q2 		$308K Sell
10,024
-218
-2% -$7.26K 0.01% 840
2016
Q1 		$353K Sell
10,242
-17,179
-63% -$575K 0.01% 772
2015
Q4 		$989K Buy
27,421
+5,325
+24% +$198K 0.02% 746
2015
Q3 		$790K Sell
22,096
-1,908
-8% -$68.9K 0.02% 741
2015
Q2 		$862K Buy
24,004
+3,041
+15% +$104K 0.02% 820
2015
Q1 		$686K Sell
20,963
-65
-0.3% -$2K 0.01% 889
2014
Q4 		$609K Buy
21,028
+2,395
+13% +$70.7K 0.01% 918
2014
Q3 		$568K Sell
18,633
-2,784
-13% -$88.6K 0.01% 913
2014
Q2 		$723K Buy
21,417
+5,549
+35% +$184K 0.01% 893
2014
Q1 		$559K Sell
15,868
-9,170
-37% -$300K 0.01% 936
2013
Q4 		$824K Sell
25,038
-782
-3% -$24.8K 0.01% 941
2013
Q3 		$805K Sell
25,820
-3,764
-13% -$112K 0.01% 941
2013
Q2 		$769K Buy
+29,584
New +$748K 0.01% 968

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IBM Retirement Fund's BKU Position: Q1 2017 in Review

IBM Retirement Fund sold out of Bankunited (BKU) in Q1 2017, closing a stake of 8,008 shares — an estimated $302K sold.

IBM Retirement Fund first reported a position in BKU in Q2 2013 and held it in 15 quarters. The position peaked at $989K in Q4 2015. 250 funds tracked by Wall St. Rank hold BKU as of Q1 2017.

  • IBM Retirement Fund reported no remaining Bankunited position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 8,008 Bankunited shares in Q1 2017, an estimated $302K.
  • IBM Retirement Fund first reported a position in Bankunited in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Bankunited position peaked at $989K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held Bankunited as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.