Curi RMB Capital’s Itaú Unibanco ITUB Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-1,736	Closed	-$13K	–	941
2018 Q1	$13K	Buy	+1,736	New	+$13K	﹤0.01%	886
2013 Q3	–	Sell	-37,621	Closed	-$177K	–	379
2013 Q2	$177K	Buy	+37,621	New	+$205K	0.01%	347

Other funds holding ITUB

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Curi RMB Capital's ITUB Position: Q2 2018 in Review

Curi RMB Capital sold out of Itaú Unibanco (ITUB) in Q2 2018, closing a stake of 1,736 shares — an estimated $13K sold.

Curi RMB Capital first reported a position in ITUB in Q2 2013 and held it in 2 quarters. The position peaked at $177K in Q2 2013. 299 funds tracked by Wall St. Rank hold ITUB as of Q2 2018.

Curi RMB Capital reported no remaining Itaú Unibanco position as of Q2 2018 after selling out during the quarter.
Curi RMB Capital sold 1,736 Itaú Unibanco shares in Q2 2018, an estimated $13K.
Curi RMB Capital first reported a position in Itaú Unibanco in Q2 2013 and held it in 2 quarters.
Curi RMB Capital's Itaú Unibanco position peaked at $177K in Q2 2013.
299 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.