Veritable’s Bankunited BKU Stock Holding History

Veritable’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
2015 Q2	–	Sell	-9,214	Closed	-$302K	–	760
2015 Q1	$302K	Buy	9,214 +1,375	+18%	+$42.2K	0.01%	746
2014 Q4	$227K	Sell	7,839 -332	-4%	-$9.81K	﹤0.01%	841
2014 Q3	$249K	Buy	+8,171	New	+$260K	0.01%	833

Other funds holding BKU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BIT

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

Veritable's BKU Position: Q2 2015 in Review

Veritable sold out of Bankunited (BKU) in Q2 2015, closing a stake of 9,214 shares — an estimated $302K sold.

Veritable first reported a position in BKU in Q3 2014 and held it in 3 quarters. The position peaked at $302K in Q1 2015. 203 funds tracked by Wall St. Rank hold BKU as of Q2 2015.

Veritable reported no remaining Bankunited position as of Q2 2015 after selling out during the quarter.
Veritable sold 9,214 Bankunited shares in Q2 2015, an estimated $302K.
Veritable first reported a position in Bankunited in Q3 2014 and held it in 3 quarters.
Veritable's Bankunited position peaked at $302K in Q1 2015.
203 funds tracked by Wall St. Rank held Bankunited as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.