AIA
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Alera Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-3,089
Closed -$20K – 532
2019
Q1 		$20K Sell
3,089
-795
-20% -$5.62K 0.01% 296
2018
Q4 		$26K Buy
+3,884
New +$25K 0.02% 244

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alera Investment Advisors's ITUB Position: Q2 2019 in Review

Alera Investment Advisors sold out of Itaú Unibanco (ITUB) in Q2 2019, closing a stake of 3,089 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in ITUB in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q4 2018. 331 funds tracked by Wall St. Rank hold ITUB as of Q2 2019.

  • Alera Investment Advisors reported no remaining Itaú Unibanco position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3,089 Itaú Unibanco shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in Itaú Unibanco in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Itaú Unibanco position peaked at $26K in Q4 2018.
  • 331 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.