LPL Financial
BKU icon

LPL Financial’s Bankunited BKU Stock Holding History

LPL 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
2016
Q3 		– Sell
-12,294
Closed -$362K – 2642
2016
Q2 		$362K Buy
+12,294
New +$409K ﹤0.01% 1923
2015
Q4 		– Sell
-7,356
Closed -$265K – 3172
2015
Q3 		$265K Buy
+7,356
New +$266K ﹤0.01% 2295

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

LPL Financial's BKU Position: Q3 2016 in Review

LPL Financial sold out of Bankunited (BKU) in Q3 2016, closing a stake of 12,294 shares — an estimated $362K sold.

LPL Financial first reported a position in BKU in Q3 2015 and held it in 2 quarters. The position peaked at $362K in Q2 2016. 233 funds tracked by Wall St. Rank hold BKU as of Q3 2016.

  • LPL Financial reported no remaining Bankunited position as of Q3 2016 after selling out during the quarter.
  • LPL Financial sold 12,294 Bankunited shares in Q3 2016, an estimated $362K.
  • LPL Financial first reported a position in Bankunited in Q3 2015 and held it in 2 quarters.
  • LPL Financial's Bankunited position peaked at $362K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Bankunited as of Q3 2016.

Based on LPL Financial's 13F filing for Q3 2016, filed 16 Nov 2016.