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	-72,152	Closed	-$546K	–	942
2018 Q1	$546K	Buy	+72,152	New	+$540K	0.01%	605

Other funds holding ITUB

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

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

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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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.