NDSI
BKU icon

Newman Dignan & Sheerar Inc’s Bankunited BKU Stock Holding History

Newman Dignan & Sheerar Inc’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
2014
Q4 		– Sell
-11,725
Closed -$357K – 151
2014
Q3 		$357K Hold
11,725
– – 0.27% 100
2014
Q2 		$393 Hold
11,725
– – 0.22% 100
2014
Q1 		$408K Buy
11,725
+1,800
+18% +$58.8K 0.29% 94
2013
Q4 		$327 Buy
9,925
+1,825
+23% +$58K 0.02% 114
2013
Q3 		$253K Buy
+8,100
New +$241K 0.2% 123

Other funds holding BKU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Newman Dignan & Sheerar Inc's BKU Position: Q4 2014 in Review

Newman Dignan & Sheerar Inc sold out of Bankunited (BKU) in Q4 2014, closing a stake of 11,725 shares — an estimated $357K sold.

Newman Dignan & Sheerar Inc first reported a position in BKU in Q3 2013 and held it in 5 quarters. The position peaked at $408K in Q1 2014. 214 funds tracked by Wall St. Rank hold BKU as of Q4 2014.

  • Newman Dignan & Sheerar Inc reported no remaining Bankunited position as of Q4 2014 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 11,725 Bankunited shares in Q4 2014, an estimated $357K.
  • Newman Dignan & Sheerar Inc first reported a position in Bankunited in Q3 2013 and held it in 5 quarters.
  • Newman Dignan & Sheerar Inc's Bankunited position peaked at $408K in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Bankunited as of Q4 2014.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2014, filed 28 Jan 2015.