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Measured Wealth Private Client Group’s Bankunited BKU Stock Holding History

Measured Wealth Private Client Group’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
-615
Closed -$22K – 172
2018
Q3 		$22K Buy
+615
New +$24.2K 0.01% 507

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

Measured Wealth Private Client Group's BKU Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Bankunited (BKU) in Q4 2018, closing a stake of 615 shares — an estimated $22K sold.

Measured Wealth Private Client Group first reported a position in BKU in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 252 funds tracked by Wall St. Rank hold BKU as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Bankunited position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 615 Bankunited shares in Q4 2018, an estimated $22K.
  • Measured Wealth Private Client Group first reported a position in Bankunited in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Bankunited position peaked at $22K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Bankunited as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.