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Worth Venture Partners’s Bankunited BKU Stock Holding History

Worth Venture Partners’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
2017
Q4 		– Sell
-6,347
Closed -$226K – 110
2017
Q3 		$226K Buy
+6,347
New +$213K 0.2% 87
2017
Q2 		– Sell
-6,940
Closed -$259K – 117
2017
Q1 		$259K Buy
+6,940
New +$264K 0.23% 88

Other funds holding BKU

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Worth Venture Partners's BKU Position: Q4 2017 in Review

Worth Venture Partners sold out of Bankunited (BKU) in Q4 2017, closing a stake of 6,347 shares — an estimated $226K sold.

Worth Venture Partners first reported a position in BKU in Q1 2017 and held it in 2 quarters. The position peaked at $259K in Q1 2017. 245 funds tracked by Wall St. Rank hold BKU as of Q4 2017.

  • Worth Venture Partners reported no remaining Bankunited position as of Q4 2017 after selling out during the quarter.
  • Worth Venture Partners sold 6,347 Bankunited shares in Q4 2017, an estimated $226K.
  • Worth Venture Partners first reported a position in Bankunited in Q1 2017 and held it in 2 quarters.
  • Worth Venture Partners's Bankunited position peaked at $259K in Q1 2017.
  • 245 funds tracked by Wall St. Rank held Bankunited as of Q4 2017.

Based on Worth Venture Partners's 13F filing for Q4 2017, filed 1 Feb 2018.