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Monarch Partners Asset Management’s Bankunited BKU Stock Holding History

Monarch Partners Asset 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
2016
Q4 		– Sell
-351,731
Closed -$10.6M – 179
2016
Q3 		$10.6M Buy
351,731
+12,689
+4% +$389K 1% 39
2016
Q2 		$10.4M Sell
339,042
-235,936
-41% -$7.85M 1.05% 34
2016
Q1 		$19.8M Buy
574,978
+153,665
+36% +$5.14M 2.04% 6
2015
Q4 		$15.2M Sell
421,313
-56,225
-12% -$2.09M 1.58% 9
2015
Q3 		$17.1M Buy
477,538
+191,328
+67% +$6.91M 2.08% 4
2015
Q2 		$10.3M Buy
286,210
+162,998
+132% +$5.56M 1.4% 15
2015
Q1 		$4.03M Sell
123,212
-148,200
-55% -$4.55M 0.8% 47
2014
Q4 		$7.86M Buy
271,412
+195,405
+257% +$5.77M 1.71% 10
2014
Q3 		$2.32M Sell
76,007
-2,711
-3% -$86.3K 0.61% 60
2014
Q2 		$2.63M Sell
78,718
-8,805
-10% -$292K 0.69% 63
2014
Q1 		$3.04M Buy
87,523
+338
+0.4% +$11.1K 1.11% 24
2013
Q4 		$2.87M Buy
+87,185
New +$2.77M 1.06% 29

Other funds holding BKU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Monarch Partners Asset Management's BKU Position: Q4 2016 in Review

Monarch Partners Asset Management sold out of Bankunited (BKU) in Q4 2016, closing a stake of 351,731 shares — an estimated $10.6M sold.

Monarch Partners Asset Management first reported a position in BKU in Q4 2013 and held it in 12 quarters. The position peaked at $19.8M in Q1 2016. 233 funds tracked by Wall St. Rank hold BKU as of Q4 2016.

  • Monarch Partners Asset Management reported no remaining Bankunited position as of Q4 2016 after selling out during the quarter.
  • Monarch Partners Asset Management sold 351,731 Bankunited shares in Q4 2016, an estimated $10.6M.
  • Monarch Partners Asset Management first reported a position in Bankunited in Q4 2013 and held it in 12 quarters.
  • Monarch Partners Asset Management's Bankunited position peaked at $19.8M in Q1 2016.
  • 233 funds tracked by Wall St. Rank held Bankunited as of Q4 2016.

Based on Monarch Partners Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.