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Robert N. Shapiro’s Bankunited BKU Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$5K Hold
180
– – ﹤0.01% 748
2014
Q3 		$5K Hold
180
– – ﹤0.01% 748
2014
Q2 		$6K Hold
180
– – ﹤0.01% 666
2014
Q1 		$6K Hold
180
– – ﹤0.01% 665
2013
Q4 		$6K Buy
180
+60
+50% +$1.91K ﹤0.01% 669
2013
Q3 		$4K Buy
+120
New +$3.57K ﹤0.01% 923

Other funds holding BKU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Robert N. Shapiro's BKU Position: Q4 2014 in Review

Robert N. Shapiro held its Bankunited (BKU) position steady in Q4 2014 at 180 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Robert N. Shapiro first reported a position in BKU in Q3 2013 and has held it in 6 quarters since. The position peaked at $6K in Q2 2014. 214 funds tracked by Wall St. Rank hold BKU as of Q4 2014.

  • Robert N. Shapiro held 180 shares of Bankunited worth $5K as of Q4 2014.
  • Robert N. Shapiro left its Bankunited share count unchanged in Q4 2014.
  • Bankunited made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #748 holding.
  • Robert N. Shapiro first reported a position in Bankunited in Q3 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's Bankunited position peaked at $6K in Q2 2014.
  • 214 funds tracked by Wall St. Rank held Bankunited as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.