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Calvert Investment Management’s Itaú Unibanco ITUB Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-21,161
Closed -$106K – 299
2016
Q4 		$106K Buy
+21,161
New +$108K ﹤0.01% 797

Other funds holding ITUB

Schroder Investment Management Group
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HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Calvert Investment Management's ITUB Position: Q1 2017 in Review

Calvert Investment Management sold out of Itaú Unibanco (ITUB) in Q1 2017, closing a stake of 21,161 shares — an estimated $106K sold.

Calvert Investment Management first reported a position in ITUB in Q4 2016 and held it in 1 quarter. The position peaked at $106K in Q4 2016. 297 funds tracked by Wall St. Rank hold ITUB as of Q1 2017.

  • Calvert Investment Management reported no remaining Itaú Unibanco position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 21,161 Itaú Unibanco shares in Q1 2017, an estimated $106K.
  • Calvert Investment Management first reported a position in Itaú Unibanco in Q4 2016 and held it in 1 quarter.
  • Calvert Investment Management's Itaú Unibanco position peaked at $106K in Q4 2016.
  • 297 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.