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WealthTrust-Arizona’s Bankunited BKU Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-62
Closed -$2K – 634
2014
Q1 		$2K Buy
62
+8
+15% +$262 ﹤0.01% 564
2013
Q4 		$2K Sell
54
-25
-32% -$794 ﹤0.01% 547
2013
Q3 		$2K Buy
79
+12
+18% +$357 ﹤0.01% 529
2013
Q2 		$2K Buy
+67
New +$1.69K ﹤0.01% 507

Other funds holding BKU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
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

WealthTrust-Arizona's BKU Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Bankunited (BKU) in Q2 2014, closing a stake of 62 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in BKU in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 199 funds tracked by Wall St. Rank hold BKU as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Bankunited position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 62 Bankunited shares in Q2 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Bankunited in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's Bankunited position peaked at $2K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held Bankunited as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.