Lenox Wealth Management’s Bankunited BKU Stock Holding History

Lenox Wealth Management’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
2017 Q4	–	Sell	-150	Closed	-$5K	–	482
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	440
2017 Q2	$5K	Buy	+150	New	+$5.18K	﹤0.01%	420

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

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

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lenox Wealth Management's BKU Position: Q4 2017 in Review

Lenox Wealth Management sold out of Bankunited (BKU) in Q4 2017, closing a stake of 150 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in BKU in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 245 funds tracked by Wall St. Rank hold BKU as of Q4 2017.

Lenox Wealth Management reported no remaining Bankunited position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 150 Bankunited shares in Q4 2017, an estimated $5K.
Lenox Wealth Management first reported a position in Bankunited in Q2 2017 and held it in 2 quarters.
Lenox Wealth Management's Bankunited position peaked at $5K in Q3 2017.
245 funds tracked by Wall St. Rank held Bankunited as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.