USCA RIA’s Bankunited BKU Stock Holding History

USCA RIA’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
2016 Q1	–	Sell	-42,544	Closed	-$1.53M	–	358
2015 Q4	$1.53M	Buy	42,544 +8,802	+26%	+$327K	0.33%	80
2015 Q3	$1.21M	Buy	33,742 +762	+2%	+$27.5K	0.3%	95
2015 Q2	$1.19M	Buy	+32,980	New	+$1.13M	0.31%	90

Other funds holding BKU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USCA RIA's BKU Position: Q1 2016 in Review

USCA RIA sold out of Bankunited (BKU) in Q1 2016, closing a stake of 42,544 shares — an estimated $1.53M sold.

USCA RIA first reported a position in BKU in Q2 2015 and held it in 3 quarters. The position peaked at $1.53M in Q4 2015. 238 funds tracked by Wall St. Rank hold BKU as of Q1 2016.

USCA RIA reported no remaining Bankunited position as of Q1 2016 after selling out during the quarter.
USCA RIA sold 42,544 Bankunited shares in Q1 2016, an estimated $1.53M.
USCA RIA first reported a position in Bankunited in Q2 2015 and held it in 3 quarters.
USCA RIA's Bankunited position peaked at $1.53M in Q4 2015.
238 funds tracked by Wall St. Rank held Bankunited as of Q1 2016.

Based on USCA RIA's 13F filing for Q1 2016, filed 16 May 2016.