AdamCapital Gestao de Recursos’s Itaú Unibanco ITUB Stock Holding History

AdamCapital Gestao de Recursos’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-115,889	Closed	-$771K	–	13
2018 Q4	$771K	Sell	115,889 -18,760	-14%	-$121K	0.05%	17
2018 Q3	$717K	Buy	134,649 +30,032	+29%	+$161K	0.05%	17
2018 Q2	$527K	Buy	+104,617	New	+$650K	0.03%	17
2018 Q1	–	Sell	-371,069	Closed	-$2.34M	–	18
2017 Q4	$2.34M	Buy	+371,069	New	+$2.37M	0.14%	17

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AdamCapital Gestao de Recursos's ITUB Position: Q1 2019 in Review

AdamCapital Gestao de Recursos sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 115,889 shares — an estimated $771K sold.

AdamCapital Gestao de Recursos first reported a position in ITUB in Q4 2017 and held it in 4 quarters. The position peaked at $2.34M in Q4 2017. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

AdamCapital Gestao de Recursos reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
AdamCapital Gestao de Recursos sold 115,889 Itaú Unibanco shares in Q1 2019, an estimated $771K.
AdamCapital Gestao de Recursos first reported a position in Itaú Unibanco in Q4 2017 and held it in 4 quarters.
AdamCapital Gestao de Recursos's Itaú Unibanco position peaked at $2.34M in Q4 2017.
343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on AdamCapital Gestao de Recursos's 13F filing for Q1 2019, filed 30 Apr 2019.