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Reilly Financial Advisors’s Bankunited BKU Stock Holding History

Reilly Financial 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
2018
Q1 		– Sell
-150
Closed -$6K – 970
2017
Q4 		$6K Hold
150
– – ﹤0.01% 742
2017
Q3 		$5K Hold
150
– – ﹤0.01% 744
2017
Q2 		$5K Hold
150
– – ﹤0.01% 758
2017
Q1 		$6K Buy
+150
New +$5.71K ﹤0.01% 694

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Reilly Financial Advisors's BKU Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Bankunited (BKU) in Q1 2018, closing a stake of 150 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in BKU in Q1 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 242 funds tracked by Wall St. Rank hold BKU as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Bankunited position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 150 Bankunited shares in Q1 2018, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Bankunited in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's Bankunited position peaked at $6K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Bankunited as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.