Sowell Financial Services’s Bankunited BKU Stock Holding History

Sowell Financial 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
2020 Q1	–	Sell	-52	Closed	-$2K	–	2430
2019 Q4	$2K	Buy	+52	New	+$1.81K	﹤0.01%	2166

Other funds holding BKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sowell Financial Services's BKU Position: Q1 2020 in Review

Sowell Financial Services sold out of Bankunited (BKU) in Q1 2020, closing a stake of 52 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in BKU in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 208 funds tracked by Wall St. Rank hold BKU as of Q1 2020.

Sowell Financial Services reported no remaining Bankunited position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 52 Bankunited shares in Q1 2020, an estimated $2K.
Sowell Financial Services first reported a position in Bankunited in Q4 2019 and held it in 1 quarter.
Sowell Financial Services's Bankunited position peaked at $2K in Q4 2019.
208 funds tracked by Wall St. Rank held Bankunited as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.