PRW Wealth Management’s Bankunited BKU Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-21	Closed	-$1K	–	132
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	562
2018 Q4	$1K	Buy	+21	New	+$684	﹤0.01%	563

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PRW Wealth Management's BKU Position: Q2 2019 in Review

PRW Wealth Management sold out of Bankunited (BKU) in Q2 2019, closing a stake of 21 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in BKU in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 236 funds tracked by Wall St. Rank hold BKU as of Q2 2019.

PRW Wealth Management reported no remaining Bankunited position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 21 Bankunited shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in Bankunited in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Bankunited position peaked at $1K in Q1 2019.
236 funds tracked by Wall St. Rank held Bankunited as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.