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Invesco Private Capital’s Bankunited BKU Stock Holding History

Invesco Private Capital’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
2014
Q1 		– Sell
-5,561,692
Closed -$183M – 12
2013
Q4 		$183M Sell
5,561,692
-2,627,939
-32% -$83.5M 12.2% 3
2013
Q3 		$255M Hold
8,189,631
– – 27.11% 2
2013
Q2 		$213M Buy
+8,189,631
New +$207M 22.02% 3

Other funds holding BKU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Private Capital's BKU Position: Q1 2014 in Review

Invesco Private Capital sold out of Bankunited (BKU) in Q1 2014, closing a stake of 5,561,692 shares — an estimated $183M sold.

Invesco Private Capital first reported a position in BKU in Q2 2013 and held it in 3 quarters. The position peaked at $255M in Q3 2013. 191 funds tracked by Wall St. Rank hold BKU as of Q1 2014.

  • Invesco Private Capital reported no remaining Bankunited position as of Q1 2014 after selling out during the quarter.
  • Invesco Private Capital sold 5,561,692 Bankunited shares in Q1 2014, an estimated $183M.
  • Invesco Private Capital first reported a position in Bankunited in Q2 2013 and held it in 3 quarters.
  • Invesco Private Capital's Bankunited position peaked at $255M in Q3 2013.
  • 191 funds tracked by Wall St. Rank held Bankunited as of Q1 2014.

Based on Invesco Private Capital's 13F filing for Q1 2014, filed 15 May 2014.