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Realta Investment Advisors’s Bankunited BKU Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-200
Closed -$7K – 1594
2019
Q3 		$7K Hold
200
– – ﹤0.01% 1209
2019
Q2 		$7K Hold
200
– – ﹤0.01% 1237
2019
Q1 		$7K Buy
+200
New +$6.89K ﹤0.01% 987

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Realta Investment Advisors's BKU Position: Q4 2019 in Review

Realta Investment Advisors sold out of Bankunited (BKU) in Q4 2019, closing a stake of 200 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in BKU in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 232 funds tracked by Wall St. Rank hold BKU as of Q4 2019.

  • Realta Investment Advisors reported no remaining Bankunited position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Bankunited shares in Q4 2019, an estimated $7K.
  • Realta Investment Advisors first reported a position in Bankunited in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Bankunited position peaked at $7K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Bankunited as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.