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Summit Trail Advisors’s Bankunited BKU Stock Holding History

Summit Trail 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
Q3 		– Sell
-750
Closed -$31K – 299
2018
Q2 		$31K Buy
+750
New +$31.1K 0.01% 349
2018
Q1 		– Sell
-379
Closed -$16K – 574
2017
Q4 		$16K Buy
+379
New +$13.8K ﹤0.01% 1092

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Summit Trail Advisors's BKU Position: Q3 2018 in Review

Summit Trail Advisors sold out of Bankunited (BKU) in Q3 2018, closing a stake of 750 shares — an estimated $31K sold.

Summit Trail Advisors first reported a position in BKU in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q2 2018. 288 funds tracked by Wall St. Rank hold BKU as of Q3 2018.

  • Summit Trail Advisors reported no remaining Bankunited position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 750 Bankunited shares in Q3 2018, an estimated $31K.
  • Summit Trail Advisors first reported a position in Bankunited in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Bankunited position peaked at $31K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.