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Solaris Asset Management’s Bankunited BKU Stock Holding History

Solaris Asset 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
2014
Q1 		– Sell
-3,100
Closed -$102K – 218
2013
Q4 		$102K Hold
3,100
– – 0.07% 127
2013
Q3 		$97K Buy
+3,100
New +$92.2K 0.07% 133

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Solaris Asset Management's BKU Position: Q1 2014 in Review

Solaris Asset Management sold out of Bankunited (BKU) in Q1 2014, closing a stake of 3,100 shares — an estimated $102K sold.

Solaris Asset Management first reported a position in BKU in Q3 2013 and held it in 2 quarters. The position peaked at $102K in Q4 2013. 191 funds tracked by Wall St. Rank hold BKU as of Q1 2014.

  • Solaris Asset Management reported no remaining Bankunited position as of Q1 2014 after selling out during the quarter.
  • Solaris Asset Management sold 3,100 Bankunited shares in Q1 2014, an estimated $102K.
  • Solaris Asset Management first reported a position in Bankunited in Q3 2013 and held it in 2 quarters.
  • Solaris Asset Management's Bankunited position peaked at $102K in Q4 2013.
  • 191 funds tracked by Wall St. Rank held Bankunited as of Q1 2014.

Based on Solaris Asset Management's 13F filing for Q1 2014, filed 30 Apr 2014.