Wealthfront’s Bankunited BKU Stock Holding History

Wealthfront’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 Q4	–	Sell	-140	Closed	-$5K	–	376
2015 Q3	$5K	Buy	+140	New	+$5.05K	﹤0.01%	1094

Other funds holding BKU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

BIT

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthfront's BKU Position: Q4 2015 in Review

Wealthfront sold out of Bankunited (BKU) in Q4 2015, closing a stake of 140 shares — an estimated $5K sold.

Wealthfront first reported a position in BKU in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 246 funds tracked by Wall St. Rank hold BKU as of Q4 2015.

Wealthfront reported no remaining Bankunited position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 140 Bankunited shares in Q4 2015, an estimated $5K.
Wealthfront first reported a position in Bankunited in Q3 2015 and held it in 1 quarter.
Wealthfront's Bankunited position peaked at $5K in Q3 2015.
246 funds tracked by Wall St. Rank held Bankunited as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.