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Nichols Asset Management’s Bankunited BKU Stock Holding History

Nichols 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
Q2 		– Sell
-274,399
Closed -$9.45M – 76
2016
Q1 		$9.45M Sell
274,399
-2,263
-0.8% -$75.7K 2.08% 18
2015
Q4 		$9.98M Sell
276,662
-732
-0.3% -$27.2K 2.17% 14
2015
Q3 		$9.92M Sell
277,394
-24,230
-8% -$875K 2.22% 8
2015
Q2 		$10.8M Buy
301,624
+1,627
+0.5% +$55.5K 1.93% 7
2015
Q1 		$9.82M Buy
299,997
+18,264
+6% +$561K 1.72% 25
2014
Q4 		$8.16M Buy
+281,733
New +$8.32M 1.6% 31

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nichols Asset Management's BKU Position: Q2 2016 in Review

Nichols Asset Management sold out of Bankunited (BKU) in Q2 2016, closing a stake of 274,399 shares — an estimated $9.45M sold.

Nichols Asset Management first reported a position in BKU in Q4 2014 and held it in 6 quarters. The position peaked at $10.8M in Q2 2015. 241 funds tracked by Wall St. Rank hold BKU as of Q2 2016.

  • Nichols Asset Management reported no remaining Bankunited position as of Q2 2016 after selling out during the quarter.
  • Nichols Asset Management sold 274,399 Bankunited shares in Q2 2016, an estimated $9.45M.
  • Nichols Asset Management first reported a position in Bankunited in Q4 2014 and held it in 6 quarters.
  • Nichols Asset Management's Bankunited position peaked at $10.8M in Q2 2015.
  • 241 funds tracked by Wall St. Rank held Bankunited as of Q2 2016.

Based on Nichols Asset Management's 13F filing for Q2 2016, filed 5 Aug 2016.