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AMS Capital’s Itaú Unibanco ITUB Stock Holding History

AMS Capital’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
Q3 		– Sell
-512,351
Closed -$3.51M – 29
2019
Q2 		$3.51M Buy
512,351
+31,899
+7% +$201K 2.5% 11
2019
Q1 		$3.08M Sell
480,452
-330,317
-41% -$2.34M 1.47% 12
2018
Q4 		$5.39M Sell
810,769
-33,190
-4% -$213K 4.9% 5
2018
Q3 		$4.5M Sell
843,959
-952,880
-53% -$5.12M 3.7% 8
2018
Q2 		$9.05M Buy
1,796,839
+365,915
+26% +$2.27M 5.76% 7
2018
Q1 		$10.8M Sell
1,430,924
-774,091
-35% -$5.79M 9.7% 4
2017
Q4 		$13.9M Buy
+2,205,015
New +$14.1M 5.92% 6

Other funds holding ITUB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMS Capital's ITUB Position: Q3 2019 in Review

AMS Capital sold out of Itaú Unibanco (ITUB) in Q3 2019, closing a stake of 512,351 shares — an estimated $3.51M sold.

AMS Capital first reported a position in ITUB in Q4 2017 and held it in 7 quarters. The position peaked at $13.9M in Q4 2017. 316 funds tracked by Wall St. Rank hold ITUB as of Q3 2019.

  • AMS Capital reported no remaining Itaú Unibanco position as of Q3 2019 after selling out during the quarter.
  • AMS Capital sold 512,351 Itaú Unibanco shares in Q3 2019, an estimated $3.51M.
  • AMS Capital first reported a position in Itaú Unibanco in Q4 2017 and held it in 7 quarters.
  • AMS Capital's Itaú Unibanco position peaked at $13.9M in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2019.

Based on AMS Capital's 13F filing for Q3 2019, filed 5 Nov 2019.