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Lee Financial’s Bankunited BKU Stock Holding History

Lee Financial’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
Q4 		– Sell
-215
Closed -$8K – 441
2018
Q3 		$8K Hold
215
– – ﹤0.01% 360
2018
Q2 		$9K Hold
215
– – ﹤0.01% 496
2018
Q1 		$9K Hold
215
– – ﹤0.01% 490
2017
Q4 		$9K Hold
215
– – ﹤0.01% 343
2017
Q3 		$8K Hold
215
– – ﹤0.01% 367
2017
Q2 		$7K Hold
215
– – ﹤0.01% 369
2017
Q1 		$8K Sell
215
-5
-2% -$190 ﹤0.01% 303
2016
Q4 		$8K Buy
+220
New +$7.33K ﹤0.01% 316

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee Financial's BKU Position: Q4 2018 in Review

Lee Financial sold out of Bankunited (BKU) in Q4 2018, closing a stake of 215 shares — an estimated $8K sold.

Lee Financial first reported a position in BKU in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q2 2018. 252 funds tracked by Wall St. Rank hold BKU as of Q4 2018.

  • Lee Financial reported no remaining Bankunited position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 215 Bankunited shares in Q4 2018, an estimated $8K.
  • Lee Financial first reported a position in Bankunited in Q4 2016 and held it in 8 quarters.
  • Lee Financial's Bankunited position peaked at $9K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Bankunited as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.