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Ladenburg Thalmann Financial Services’s Bankunited BKU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$389K Sell
10,632
-192
-2% -$6.69K ﹤0.01% 2021
2019
Q3 		$361K Buy
10,824
+1,519
+16% +$49.6K ﹤0.01% 2017
2019
Q2 		$313K Buy
9,305
+1,308
+16% +$45.1K ﹤0.01% 2118
2019
Q1 		$257K Sell
7,997
-4,339
-35% -$150K ﹤0.01% 2206
2018
Q4 		$369K Buy
12,336
+3,730
+43% +$122K ﹤0.01% 1763
2018
Q3 		$305K Sell
8,606
-726
-8% -$28.6K ﹤0.01% 1982
2018
Q2 		$373K Hold
9,332
– – ﹤0.01% 1779
2018
Q1 		$373K Sell
9,332
-10,042
-52% -$415K ﹤0.01% 1779
2017
Q4 		$789K Buy
19,374
+495
+3% +$18K 0.01% 1224
2017
Q3 		$672K Sell
18,879
-6,248
-25% -$210K 0.01% 1253
2017
Q2 		$847K Sell
25,127
-1,399
-5% -$48.3K 0.01% 1044
2017
Q1 		$990K Sell
26,526
-1,404
-5% -$53.4K 0.01% 903
2016
Q4 		$1.05M Sell
27,930
-8,815
-24% -$294K 0.01% 823
2016
Q3 		$1.11M Sell
36,745
-3,043
-8% -$93.3K 0.02% 743
2016
Q2 		$1.22M Sell
39,788
-13,418
-25% -$447K 0.02% 665
2016
Q1 		$1.83M Buy
53,206
+4,289
+9% +$144K 0.03% 461
2015
Q4 		$1.76M Buy
48,917
+14,793
+43% +$550K 0.03% 464
2015
Q3 		$1.22M Buy
34,124
+8,513
+33% +$307K 0.03% 557
2015
Q2 		$920K Buy
25,611
+9,667
+61% +$330K 0.02% 756
2015
Q1 		$522K Buy
15,944
+15,757
+8,426% +$484K 0.01% 1014
2014
Q4 		$6K Hold
187
– – ﹤0.01% 3636
2014
Q3 		$6K Sell
187
-94
-33% -$2.99K ﹤0.01% 3310
2014
Q2 		$9K Hold
281
– – ﹤0.01% 3121
2014
Q1 		$10K Hold
281
– – ﹤0.01% 2944
2013
Q4 		$9K Hold
281
– – ﹤0.01% 2974
2013
Q3 		$9K Buy
281
+52
+23% +$1.55K ﹤0.01% 2896
2013
Q2 		$6K Buy
+229
New +$5.79K ﹤0.01% 2959

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BKU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Bankunited (BKU) stake by 1.8% in Q4 2019, selling an estimated $6.69K and leaving 10,632 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Ladenburg Thalmann Financial Services first reported a position in BKU in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.83M in Q1 2016. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 10,632 shares of Bankunited worth $389K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 192 Bankunited shares in Q4 2019, an estimated $6.69K.
  • Bankunited made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2021 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Bankunited in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Bankunited position peaked at $1.83M in Q1 2016.
  • 232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.