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UBS’s Bankunited BKU Stock Holding History

UBS’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
Q3 		$4.13M Buy
135,436
+25,465
+23% +$811K ﹤0.01% 2211
2014
Q2 		$3.68M Sell
109,971
-2,422
-2% -$80.4K ﹤0.01% 2249
2014
Q1 		$3.91M Buy
112,393
+377
+0.3% +$12.3K ﹤0.01% 2105
2013
Q4 		$3.69M Buy
112,016
+4,566
+4% +$145K ﹤0.01% 2173
2013
Q3 		$3.35M Buy
107,450
+102,677
+2,151% +$3.05M ﹤0.01% 2074
2013
Q2 		$124K Buy
+4,773
New +$121K ﹤0.01% 5631

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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's BKU Position: Q3 2014 in Review

UBS increased its Bankunited (BKU) stake by 23% in Q3 2014, buying an estimated $811K and bringing the position to 135,436 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

UBS first reported a position in BKU in Q2 2013 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold BKU as of Q3 2014.

  • UBS held 135,436 shares of Bankunited worth $4.13M as of Q3 2014.
  • UBS bought 25,465 Bankunited shares in Q3 2014, an estimated $811K.
  • Bankunited made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2211 holding.
  • UBS first reported a position in Bankunited in Q2 2013 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Bankunited as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.