Lenox Wealth Advisors’s Bankunited BKU Stock Holding History

Lenox Wealth Advisors’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 Q2	–	Sell	-30	Closed	-$1K	–	553
2018 Q1	$1K	Buy	+30	New	+$1.24K	﹤0.01%	498

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Lenox Wealth Advisors's BKU Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Bankunited (BKU) in Q2 2018, closing a stake of 30 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BKU in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 272 funds tracked by Wall St. Rank hold BKU as of Q2 2018.

Lenox Wealth Advisors reported no remaining Bankunited position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 30 Bankunited shares in Q2 2018, an estimated $1K.
Lenox Wealth Advisors first reported a position in Bankunited in Q1 2018 and held it in 1 quarter.
Lenox Wealth Advisors's Bankunited position peaked at $1K in Q1 2018.
272 funds tracked by Wall St. Rank held Bankunited as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.