WealthOne’s Bankunited BKU Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-243	Closed	-$7K	–	121
2018 Q4	$7K	Buy	+243	New	+$7.92K	0.01%	412

Other funds holding BKU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthOne's BKU Position: Q1 2019 in Review

WealthOne sold out of Bankunited (BKU) in Q1 2019, closing a stake of 243 shares — an estimated $7K sold.

WealthOne first reported a position in BKU in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 241 funds tracked by Wall St. Rank hold BKU as of Q1 2019.

WealthOne reported no remaining Bankunited position as of Q1 2019 after selling out during the quarter.
WealthOne sold 243 Bankunited shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Bankunited in Q4 2018 and held it in 1 quarter.
WealthOne's Bankunited position peaked at $7K in Q4 2018.
241 funds tracked by Wall St. Rank held Bankunited as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.