CFD
ITUB icon

Creative Financial Designs’s Itaú Unibanco ITUB Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-2
Closed – – 781
2017
Q2 		$0 Hold
2
– – ﹤0.01% 799
2017
Q1 		$0 Buy
+2
New +$12 ﹤0.01% 791

Other funds holding ITUB

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creative Financial Designs's ITUB Position: Q3 2017 in Review

Creative Financial Designs sold out of Itaú Unibanco (ITUB) in Q3 2017, closing a stake of 2 shares.

Creative Financial Designs first reported a position in ITUB in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 283 funds tracked by Wall St. Rank hold ITUB as of Q3 2017.

  • Creative Financial Designs reported no remaining Itaú Unibanco position as of Q3 2017 after selling out during the quarter.
  • Creative Financial Designs sold 2 Itaú Unibanco shares in Q3 2017.
  • Creative Financial Designs first reported a position in Itaú Unibanco in Q1 2017 and held it in 2 quarters.
  • Creative Financial Designs's Itaú Unibanco position peaked at $0 in Q2 2017.
  • 283 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2017.

Based on Creative Financial Designs's 13F filing for Q3 2017, filed 2 May 2018.