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Pinnacle Summer Investments’s Bankunited BKU Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$11K Hold
300
– – ﹤0.01% 540
2015
Q3 		$11K Hold
300
– – ﹤0.01% 728
2015
Q2 		$11K Hold
300
– – ﹤0.01% 525
2015
Q1 		$10K Hold
300
– – ﹤0.01% 781
2014
Q4 		$8K Hold
300
– – ﹤0.01% 829
2014
Q3 		$9K Buy
+300
New +$9.55K ﹤0.01% 827

Other funds holding BKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Summer Investments's BKU Position: Q4 2015 in Review

Pinnacle Summer Investments held its Bankunited (BKU) position steady in Q4 2015 at 300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Pinnacle Summer Investments first reported a position in BKU in Q3 2014 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold BKU as of Q4 2015.

  • Pinnacle Summer Investments held 300 shares of Bankunited worth $11K as of Q4 2015.
  • Pinnacle Summer Investments left its Bankunited share count unchanged in Q4 2015.
  • Bankunited made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #540 holding.
  • Pinnacle Summer Investments first reported a position in Bankunited in Q3 2014 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held Bankunited as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.