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Wealthspire Advisors (Maryland)’s Bankunited BKU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-3
Closed – – 653
2019
Q1 		$0 Sell
3
-1,674
-100% -$57.7K ﹤0.01% 2480
2018
Q4 		$50K Buy
1,677
+3
+0.2% +$98 ﹤0.01% 860
2018
Q3 		$59K Hold
1,674
– – ﹤0.01% 905
2018
Q2 		$68K Sell
1,674
-156
-9% -$6.47K 0.01% 861
2018
Q1 		$73K Sell
1,830
-2,280
-55% -$94.2K 0.01% 829
2017
Q4 		$167K Sell
4,110
-153
-4% -$5.57K 0.02% 548
2017
Q3 		$152K Sell
4,263
-1,137
-21% -$38.2K 0.02% 563
2017
Q2 		$182K Buy
5,400
+7
+0.1% +$242 0.02% 482
2017
Q1 		$201K Sell
5,393
-1,175
-18% -$44.7K 0.03% 391
2016
Q4 		$248K Sell
6,568
-1,971
-23% -$65.7K 0.04% 319
2016
Q3 		$258K Sell
8,539
-54
-0.6% -$1.66K 0.04% 308
2016
Q2 		$264K Sell
8,593
-21
-0.2% -$699 0.04% 288
2016
Q1 		$297K Buy
8,614
+1,432
+20% +$47.9K 0.05% 257
2015
Q4 		$259K Buy
+7,182
New +$267K 0.05% 289

Other funds holding BKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BKU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bankunited (BKU) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in BKU in Q4 2015 and held it in 14 quarters. The position peaked at $297K in Q1 2016. 236 funds tracked by Wall St. Rank hold BKU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bankunited position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Bankunited shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Bankunited in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bankunited position peaked at $297K in Q1 2016.
  • 236 funds tracked by Wall St. Rank held Bankunited as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.