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Westwood Holdings Group’s Bankunited BKU Stock Holding History

Westwood Holdings Group’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
2016
Q3 		– Sell
-1,513,043
Closed -$46.5M – 474
2016
Q2 		$46.5M Sell
1,513,043
-657,534
-30% -$21.9M 0.41% 91
2016
Q1 		$74.8M Buy
2,170,577
+9,417
+0.4% +$315K 0.65% 60
2015
Q4 		$77.9M Sell
2,161,160
-121,747
-5% -$4.52M 0.68% 48
2015
Q3 		$81.6M Sell
2,282,907
-488,991
-18% -$17.7M 0.71% 43
2015
Q2 		$99.6M Sell
2,771,898
-71,487
-3% -$2.44M 0.75% 38
2015
Q1 		$93.1M Sell
2,843,385
-3,253
-0.1% -$99.9K 0.71% 48
2014
Q4 		$82.5M Sell
2,846,638
-9,550
-0.3% -$282K 0.64% 60
2014
Q3 		$87.1M Buy
2,856,188
+13,047
+0.5% +$415K 0.69% 51
2014
Q2 		$95.2M Buy
2,843,141
+185,033
+7% +$6.14M 0.7% 52
2014
Q1 		$92.4M Sell
2,658,108
-560,276
-17% -$18.3M 0.71% 53
2013
Q4 		$106M Buy
3,218,384
+393,026
+14% +$12.5M 0.81% 46
2013
Q3 		$88.1M Buy
2,825,358
+92,935
+3% +$2.76M 0.75% 50
2013
Q2 		$71.1M Buy
+2,732,423
New +$69.1M 0.62% 70

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Westwood Holdings Group's BKU Position: Q3 2016 in Review

Westwood Holdings Group sold out of Bankunited (BKU) in Q3 2016, closing a stake of 1,513,043 shares — an estimated $46.5M sold.

Westwood Holdings Group first reported a position in BKU in Q2 2013 and held it in 13 quarters. The position peaked at $106M in Q4 2013. 233 funds tracked by Wall St. Rank hold BKU as of Q3 2016.

  • Westwood Holdings Group reported no remaining Bankunited position as of Q3 2016 after selling out during the quarter.
  • Westwood Holdings Group sold 1,513,043 Bankunited shares in Q3 2016, an estimated $46.5M.
  • Westwood Holdings Group first reported a position in Bankunited in Q2 2013 and held it in 13 quarters.
  • Westwood Holdings Group's Bankunited position peaked at $106M in Q4 2013.
  • 233 funds tracked by Wall St. Rank held Bankunited as of Q3 2016.

Based on Westwood Holdings Group's 13F filing for Q3 2016, filed 15 Nov 2016.