AA
ITUB icon

Apriem Advisors’s Itaú Unibanco ITUB Stock Holding History

Apriem 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
2015
Q3 		– Sell
-4,989
Closed -$22K – 551
2015
Q2 		$22K Hold
4,989
– – 0.01% 308
2015
Q1 		$22K Sell
4,989
-2,145
-30% -$10.5K 0.01% 302
2014
Q4 		$37K Hold
7,134
– – 0.01% 222
2014
Q3 		$40K Hold
7,134
– – 0.02% 231
2014
Q2 		$41K Hold
7,134
– – 0.02% 210
2014
Q1 		$39K Hold
7,134
– – 0.01% 239
2013
Q4 		$35K Buy
7,134
+1,098
+18% +$5.71K 0.01% 242
2013
Q3 		$31K Hold
6,036
– – 0.01% 241
2013
Q2 		$28K Buy
+6,036
New +$32.9K 0.01% 245

Other funds holding ITUB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return