TD Private Client Wealth’s Bankunited BKU Stock Holding History

TD Private Client Wealth’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 Q3	–	Sell	-1,756	Closed	-$35.6K	–	1116
2020 Q2	$35.6K	Sell	1,756 -3,301	-65%	-$61.9K	﹤0.01%	650
2020 Q1	$94.6K	Buy	5,057 +1,993	+65%	+$59.5K	0.01%	500
2019 Q4	$112K	Buy	+3,064	New	+$107K	0.01%	512

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TD Private Client Wealth's BKU Position: Q3 2020 in Review

TD Private Client Wealth sold out of Bankunited (BKU) in Q3 2020, closing a stake of 1,756 shares — an estimated $35.6K sold.

TD Private Client Wealth first reported a position in BKU in Q4 2019 and held it in 3 quarters. The position peaked at $112K in Q4 2019. 195 funds tracked by Wall St. Rank hold BKU as of Q3 2020.

TD Private Client Wealth reported no remaining Bankunited position as of Q3 2020 after selling out during the quarter.
TD Private Client Wealth sold 1,756 Bankunited shares in Q3 2020, an estimated $35.6K.
TD Private Client Wealth first reported a position in Bankunited in Q4 2019 and held it in 3 quarters.
TD Private Client Wealth's Bankunited position peaked at $112K in Q4 2019.
195 funds tracked by Wall St. Rank held Bankunited as of Q3 2020.

Based on TD Private Client Wealth's 13F filing for Q3 2020, filed 16 Aug 2024.