Kaizen Advisory’s Bankunited BKU Stock Holding History

Kaizen Advisory’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
2018 Q3	–	Sell	-27,129	Closed	-$1.11M	–	576
2018 Q2	$1.11M	Buy	27,129 +20,332	+299%	+$843K	0.56%	61
2018 Q1	$272K	Buy	+6,797	New	+$281K	0.27%	63

Other funds holding BKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's BKU Position: Q3 2018 in Review

Kaizen Advisory sold out of Bankunited (BKU) in Q3 2018, closing a stake of 27,129 shares — an estimated $1.11M sold.

Kaizen Advisory first reported a position in BKU in Q1 2018 and held it in 2 quarters. The position peaked at $1.11M in Q2 2018. 288 funds tracked by Wall St. Rank hold BKU as of Q3 2018.

Kaizen Advisory reported no remaining Bankunited position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 27,129 Bankunited shares in Q3 2018, an estimated $1.11M.
Kaizen Advisory first reported a position in Bankunited in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Bankunited position peaked at $1.11M in Q2 2018.
288 funds tracked by Wall St. Rank held Bankunited as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.