Clean Yield Group’s Itaú Unibanco ITUB Stock Holding History

Clean Yield Group’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 Q1	–	Sell	-264	Closed	-$2K	–	329
2018 Q4	$2K	Buy	+264	New	+$1.7K	﹤0.01%	289

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clean Yield Group's ITUB Position: Q1 2019 in Review

Clean Yield Group sold out of Itaú Unibanco (ITUB) in Q1 2019, closing a stake of 264 shares — an estimated $2K sold.

Clean Yield Group first reported a position in ITUB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 343 funds tracked by Wall St. Rank hold ITUB as of Q1 2019.

Clean Yield Group reported no remaining Itaú Unibanco position as of Q1 2019 after selling out during the quarter.
Clean Yield Group sold 264 Itaú Unibanco shares in Q1 2019, an estimated $2K.
Clean Yield Group first reported a position in Itaú Unibanco in Q4 2018 and held it in 1 quarter.
Clean Yield Group's Itaú Unibanco position peaked at $2K in Q4 2018.
343 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2019.

Based on Clean Yield Group's 13F filing for Q1 2019, filed 24 Apr 2019.