SIAS
BKU icon

Shine Investment Advisory Services’s Bankunited BKU Stock Holding History

Shine Investment Advisory Services’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
Q4 		– Sell
-200
Closed -$7K – 671
2018
Q3 		$7K Hold
200
– – ﹤0.01% 566
2018
Q2 		$8K Hold
200
– – ﹤0.01% 553
2018
Q1 		$8K Hold
200
– – ﹤0.01% 549
2017
Q4 		$8K Hold
200
– – ﹤0.01% 561
2017
Q3 		$7K Hold
200
– – ﹤0.01% 577
2017
Q2 		$7K Buy
+200
New +$6.91K ﹤0.01% 567

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Shine Investment Advisory Services's BKU Position: Q4 2018 in Review

Shine Investment Advisory Services sold out of Bankunited (BKU) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Shine Investment Advisory Services first reported a position in BKU in Q2 2017 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 252 funds tracked by Wall St. Rank hold BKU as of Q4 2018.

  • Shine Investment Advisory Services reported no remaining Bankunited position as of Q4 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 200 Bankunited shares in Q4 2018, an estimated $7K.
  • Shine Investment Advisory Services first reported a position in Bankunited in Q2 2017 and held it in 6 quarters.
  • Shine Investment Advisory Services's Bankunited position peaked at $8K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held Bankunited as of Q4 2018.

Based on Shine Investment Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.