IWM
BKU icon

IHT Wealth Management’s Bankunited BKU Stock Holding History

IHT 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
2017
Q4 		– Sell
-26
Closed -$1K – 1695
2017
Q3 		$1K Hold
26
– – ﹤0.01% 1287
2017
Q2 		$19 Hold
26
– – 0.01% 790
2017
Q1 		$1K Buy
26
+13
+100% +$495 ﹤0.01% 1142
2016
Q4 		$0 Buy
+13
New +$433 ﹤0.01% 1201

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IHT Wealth Management's BKU Position: Q4 2017 in Review

IHT Wealth Management sold out of Bankunited (BKU) in Q4 2017, closing a stake of 26 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in BKU in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q3 2017. 245 funds tracked by Wall St. Rank hold BKU as of Q4 2017.

  • IHT Wealth Management reported no remaining Bankunited position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 26 Bankunited shares in Q4 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in Bankunited in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's Bankunited position peaked at $1K in Q3 2017.
  • 245 funds tracked by Wall St. Rank held Bankunited as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.