MFS
BKU icon

MSI Financial Services’s Bankunited BKU Stock Holding History

MSI Financial Services’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 		$26K Hold
682
– – ﹤0.01% 2238
2016
Q3 		$21K Sell
682
-56
-8% -$1.72K ﹤0.01% 2336
2016
Q2 		$23K Buy
738
+26
+4% +$866 ﹤0.01% 2244
2016
Q1 		$25K Buy
712
+67
+10% +$2.24K ﹤0.01% 2177
2015
Q4 		$23K Buy
+645
New +$24K ﹤0.01% 2216
2015
Q3 		– Sell
-50
Closed -$2K – 3167
2015
Q2 		$2K Buy
+50
New +$1.71K ﹤0.01% 2743

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

MSI Financial Services's BKU Position: Q4 2016 in Review

MSI Financial Services held its Bankunited (BKU) position steady in Q4 2016 at 682 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

MSI Financial Services first reported a position in BKU in Q2 2015 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold BKU as of Q4 2016.

  • MSI Financial Services held 682 shares of Bankunited worth $26K as of Q4 2016.
  • MSI Financial Services left its Bankunited share count unchanged in Q4 2016.
  • Bankunited made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2238 holding.
  • MSI Financial Services first reported a position in Bankunited in Q2 2015 and has held it in 6 quarters since.
  • 233 funds tracked by Wall St. Rank held Bankunited as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.