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Capital Investment Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Capital Investment Advisory Services’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
2018
Q3 		– Sell
-48,033
Closed -$242K – 229
2018
Q2 		$242K Buy
+48,033
New +$298K 0.12% 178

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JP Morgan Chase
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BlackRock
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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 $645B AUM 30.41% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
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Capital Investment Advisory Services's ITUB Position: Q3 2018 in Review

Capital Investment Advisory Services sold out of Itaú Unibanco (ITUB) in Q3 2018, closing a stake of 48,033 shares — an estimated $242K sold.

Capital Investment Advisory Services first reported a position in ITUB in Q2 2018 and held it in 1 quarter. The position peaked at $242K in Q2 2018. 294 funds tracked by Wall St. Rank hold ITUB as of Q3 2018.

  • Capital Investment Advisory Services reported no remaining Itaú Unibanco position as of Q3 2018 after selling out during the quarter.
  • Capital Investment Advisory Services sold 48,033 Itaú Unibanco shares in Q3 2018, an estimated $242K.
  • Capital Investment Advisory Services first reported a position in Itaú Unibanco in Q2 2018 and held it in 1 quarter.
  • Capital Investment Advisory Services's Itaú Unibanco position peaked at $242K in Q2 2018.
  • 294 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2018.

Based on Capital Investment Advisory Services's 13F filing for Q3 2018, filed 30 Oct 2018.