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UBS O'Connor’s Bankunited BKU Stock Holding History

UBS O'Connor’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
2017
Q1 		– Sell
-121,727
Closed -$4.59M – 413
2016
Q4 		$4.59M Buy
121,727
+38,926
+47% +$1.3M 0.09% 229
2016
Q3 		$2.5M Buy
+82,801
New +$2.54M 0.04% 288
2014
Q4 		– Sell
-172,978
Closed -$5.27M – 637
2014
Q3 		$5.27M Sell
172,978
-66,285
-28% -$2.11M 0.09% 211
2014
Q2 		$8.01M Sell
239,263
-295,949
-55% -$9.82M 0.05% 162
2014
Q1 		$18.6M Sell
535,212
-128,752
-19% -$4.21M 0.35% 97
2013
Q4 		$21.9M Buy
663,964
+282,172
+74% +$8.96M 0.4% 84
2013
Q3 		$11.9M Buy
381,792
+296,792
+349% +$8.83M 0.25% 126
2013
Q2 		$2.21M Buy
+85,000
New +$2.15M 0.04% 317

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS O'Connor's BKU Position: Q1 2017 in Review

UBS O'Connor sold out of Bankunited (BKU) in Q1 2017, closing a stake of 121,727 shares — an estimated $4.59M sold.

UBS O'Connor first reported a position in BKU in Q2 2013 and held it in 8 quarters. The position peaked at $21.9M in Q4 2013. 250 funds tracked by Wall St. Rank hold BKU as of Q1 2017.

  • UBS O'Connor reported no remaining Bankunited position as of Q1 2017 after selling out during the quarter.
  • UBS O'Connor sold 121,727 Bankunited shares in Q1 2017, an estimated $4.59M.
  • UBS O'Connor first reported a position in Bankunited in Q2 2013 and held it in 8 quarters.
  • UBS O'Connor's Bankunited position peaked at $21.9M in Q4 2013.
  • 250 funds tracked by Wall St. Rank held Bankunited as of Q1 2017.

Based on UBS O'Connor's 13F filing for Q1 2017, filed 12 May 2017.