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Mariner Wealth Advisors (Cincinnati)’s Bankunited BKU Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$476K Sell
13,455
-3,030
-18% -$119K 0.03% 199
2018
Q2 		$673K Sell
16,485
-602
-4% -$25K 0.04% 156
2018
Q1 		$683K Sell
17,087
-1,770
-9% -$73.1K 0.04% 160
2017
Q4 		$768K Sell
18,857
-392,280
-95% -$14.3M 0.05% 140
2017
Q3 		$14.6M Buy
411,137
+14,597
+4% +$490K 0.95% 40
2017
Q2 		$13.4M Sell
396,540
-22,497
-5% -$777K 0.93% 44
2017
Q1 		$15.6M Buy
419,037
+5,482
+1% +$209K 1.13% 32
2016
Q4 		$15.6M Sell
413,555
-3,952
-0.9% -$132K 1.21% 33
2016
Q3 		$12.6M Buy
417,507
+23,057
+6% +$707K 1.07% 39
2016
Q2 		$12.1M Buy
394,450
+13,852
+4% +$461K 1.09% 37
2016
Q1 		$13.1M Buy
380,598
+16,916
+5% +$566K 1.29% 34
2015
Q4 		$13.1M Buy
+363,682
New +$13.5M 1.28% 34
2015
Q1 		$7.31M Buy
+223,280
New +$6.86M 1.03% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BKU Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Bankunited (BKU) stake by 18% in Q3 2018, selling an estimated $119K and leaving 13,455 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #199.

Mariner Wealth Advisors (Cincinnati) first reported a position in BKU in Q1 2015 and has held it in 13 quarters since. The position peaked at $15.6M in Q1 2017. 288 funds tracked by Wall St. Rank hold BKU as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 13,455 shares of Bankunited worth $476K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 3,030 Bankunited shares in Q3 2018, an estimated $119K.
  • Bankunited made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #199 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Bankunited in Q1 2015 and has held it in 13 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Bankunited position peaked at $15.6M in Q1 2017.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.