NWQ Investment Management Company’s Bankunited BKU Stock Holding History

NWQ Investment Management Company’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
2019 Q3	–	Sell	-200,413	Closed	-$6.76M	–	157
2019 Q2	$6.76M	Sell	200,413 -229,349	-53%	-$7.91M	0.15%	119
2019 Q1	$14.4M	Sell	429,762 -589,922	-58%	-$20.3M	0.31%	107
2018 Q4	$30.5M	Buy	1,019,684 +513,830	+102%	+$16.7M	0.72%	64
2018 Q3	$16.7M	Buy	505,854 +23,095	+5%	+$910K	0.33%	105
2018 Q2	$19.7M	Sell	482,759 -8,140	-2%	-$337K	0.36%	105
2018 Q1	$19.6M	Sell	490,899 -22,751	-4%	-$940K	0.32%	101
2017 Q4	$20.9M	Sell	513,650 -6,400	-1%	-$233K	0.27%	111
2017 Q3	$18.5M	Buy	+520,050	New	+$17.5M	0.23%	117

Other funds holding BKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

NWQ Investment Management Company's BKU Position: Q3 2019 in Review

NWQ Investment Management Company sold out of Bankunited (BKU) in Q3 2019, closing a stake of 200,413 shares — an estimated $6.76M sold.

NWQ Investment Management Company first reported a position in BKU in Q3 2017 and held it in 8 quarters. The position peaked at $30.5M in Q4 2018. 231 funds tracked by Wall St. Rank hold BKU as of Q3 2019.

NWQ Investment Management Company reported no remaining Bankunited position as of Q3 2019 after selling out during the quarter.
NWQ Investment Management Company sold 200,413 Bankunited shares in Q3 2019, an estimated $6.76M.
NWQ Investment Management Company first reported a position in Bankunited in Q3 2017 and held it in 8 quarters.
NWQ Investment Management Company's Bankunited position peaked at $30.5M in Q4 2018.
231 funds tracked by Wall St. Rank held Bankunited as of Q3 2019.

Based on NWQ Investment Management Company's 13F filing for Q3 2019, filed 14 Nov 2019.